+14,683.6%
INTU vs LMT
+7,458.4%
+7,225.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.9% | 0.0% |
| 7D | -1.2% | -5.6% | +4.4% | +0.1% |
| 30D | +12.4% | +18.4% | -5.9% | +7.1% |
| 3M | +2.3% | +0.6% | +1.7% | +1.7% |
| 6M | -13.3% | +20.6% | -33.9% | -18.5% |
| YTD | -47.9% | +27.0% | -74.8% | -52.1% |
| 1Y | -47.2% | +36.9% | -84.0% | -52.5% |
| 3Y | -33.9% | +46.9% | -80.8% | -42.8% |
| 5Y | -41.3% | +104.2% | -145.5% | -54.8% |
| 10Y | +237.9% | +205.2% | +32.7% | +130.8% |
| All | +14,683.6% | +7,458.4% | +7,225.2% | +4,977.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling