-27.5%
IBIT vs LMT
+19.5%
-46.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.4% | -1.0% | -2.4% |
| 7D | +3.0% | -6.3% | +9.3% | +3.0% |
| 30D | +23.1% | -8.5% | +31.6% | +22.8% |
| 3M | +25.6% | +1.8% | +23.7% | +24.0% |
| 6M | +9.1% | -19.9% | +29.1% | +13.8% |
| YTD | -8.9% | +10.6% | -19.5% | -15.6% |
| 1Y | -27.5% | +17.9% | -45.4% | -32.3% |
| All | -27.5% | +19.5% | -46.9% | -32.3% |
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 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