-20.7%
IBIT vs LMT
+26.0%
-46.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.9% | +9.8% | +2.2% |
| 7D | -1.8% | -5.5% | +3.8% | -2.3% |
| 30D | -6.7% | +17.5% | -24.1% | -5.5% |
| 3M | +24.6% | +1.6% | +23.0% | +25.0% |
| 6M | -0.2% | +16.3% | -16.5% | -0.3% |
| YTD | -8.7% | +25.3% | -34.0% | -11.4% |
| 1Y | -20.7% | +25.9% | -46.6% | -23.6% |
| All | -20.7% | +26.0% | -46.7% | -23.6% |
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 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