-45.2%
INTU vs LMT
+26.0%
-71.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -6.9% | +10.3% | +3.3% |
| 7D | +8.7% | -5.5% | +14.2% | +8.5% |
| 30D | +25.9% | +17.5% | +8.4% | +26.2% |
| 3M | +10.7% | +1.6% | +9.1% | +9.6% |
| 6M | -11.6% | +16.3% | -27.9% | -11.3% |
| YTD | -45.4% | +25.3% | -70.7% | -44.0% |
| 1Y | -45.2% | +25.9% | -71.1% | -43.6% |
| All | -45.2% | +26.0% | -71.2% | -43.6% |
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