+16.9%
EFA vs LMT
+26.0%
-9.1%
-11.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.9% | +9.4% | +2.6% |
| 7D | +2.0% | -5.5% | +7.5% | +2.0% |
| 30D | +1.6% | +17.5% | -15.8% | +1.0% |
| 3M | -1.5% | +1.6% | -3.1% | -1.6% |
| 6M | +6.6% | +16.3% | -9.7% | +5.9% |
| YTD | +11.8% | +25.3% | -13.4% | +10.6% |
| 1Y | +16.9% | +25.9% | -9.0% | +15.7% |
| All | +16.9% | +26.0% | -9.1% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling