+138.3%
ADI vs LMT
+72.2%
+66.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.1% | +6.0% | +4.9% |
| 7D | +4.6% | -0.2% | +4.8% | +4.6% |
| 30D | -1.2% | -13.1% | +11.9% | -0.4% |
| 3M | -7.8% | -3.9% | -3.9% | -7.5% |
| 6M | +19.3% | -18.3% | +37.6% | +21.5% |
| YTD | +40.9% | +10.3% | +30.6% | +38.5% |
| 1Y | +54.5% | +14.2% | +40.3% | +51.2% |
| 3Y | +123.4% | +35.0% | +88.4% | +112.1% |
| All | +138.3% | +72.2% | +66.1% | +107.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LMT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling