-41.7%
INTU vs LMT
+74.9%
-116.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.1% | -6.2% | -4.2% |
| 7D | -7.5% | -1.5% | -6.0% | -7.5% |
| 30D | -1.9% | -8.2% | +6.3% | -1.6% |
| 3M | +4.9% | +3.7% | +1.1% | +4.5% |
| 6M | -33.2% | -19.2% | -14.0% | -32.4% |
| YTD | -51.4% | +12.9% | -64.3% | -52.1% |
| 1Y | -52.0% | +19.8% | -71.8% | -53.0% |
| 3Y | -40.7% | +37.3% | -78.0% | -43.2% |
| 5Y | -41.7% | +74.4% | -116.1% | -46.3% |
| All | -41.7% | +74.9% | -116.6% | -46.3% |
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 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