+8.3%
BITO vs LMT
-18.4%
+26.7%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.4% | -1.1% |
| 7D | -5.8% | -0.5% | -5.3% | -5.9% |
| 30D | +21.1% | -10.8% | +31.9% | +18.6% |
| 3M | +23.5% | +1.6% | +21.9% | +22.7% |
| 6M | +8.3% | -17.6% | +25.8% | +12.2% |
| All | +8.3% | -18.4% | +26.7% | +12.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling