-11.8%
HAL vs LMT
+46.8%
-58.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.5% | -2.6% | -0.5% |
| 7D | -6.5% | -5.6% | -0.9% | -5.5% |
| 30D | -2.1% | +18.4% | -20.5% | -5.0% |
| 3M | -4.9% | +0.6% | -5.5% | -5.1% |
| 6M | -19.3% | +20.6% | -39.9% | -22.2% |
| YTD | +14.3% | +27.0% | -12.7% | +7.4% |
| 1Y | +17.3% | +36.9% | -19.5% | +8.6% |
| All | -11.8% | +46.8% | -58.6% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling