-41.3%
INTU vs LMT
+103.5%
-144.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.9% | +0.5% |
| 7D | -1.2% | -5.6% | +4.4% | -0.9% |
| 30D | +12.4% | +18.4% | -5.9% | +11.1% |
| 3M | +2.3% | +0.6% | +1.7% | +1.9% |
| 6M | -13.3% | +20.6% | -33.9% | -14.6% |
| YTD | -47.9% | +27.0% | -74.8% | -49.2% |
| 1Y | -47.2% | +36.9% | -84.0% | -48.9% |
| 3Y | -33.9% | +46.9% | -80.8% | -37.1% |
| 5Y | -41.3% | +104.2% | -145.5% | -43.4% |
| All | -41.3% | +103.5% | -144.9% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling