+37,071.2%
ADI vs LMT
+11,710.6%
+25,360.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.4% | +3.1% | +2.0% |
| 7D | +0.4% | -6.3% | +6.7% | +2.1% |
| 30D | -3.8% | -8.5% | +4.7% | -1.7% |
| 3M | -15.3% | +1.8% | -17.1% | -16.3% |
| 6M | +6.7% | -19.9% | +26.6% | +12.0% |
| YTD | +34.8% | +10.6% | +24.2% | +29.4% |
| 1Y | +49.0% | +17.9% | +31.1% | +40.4% |
| 3Y | +108.1% | +27.0% | +81.1% | +88.8% |
| 5Y | +142.4% | +68.7% | +73.8% | +100.0% |
| 10Y | +589.9% | +181.1% | +408.8% | +390.1% |
| All | +37,071.2% | +11,710.6% | +25,360.6% | +11,336.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling