+14,280.5%
INTU vs LMT
+6,482.9%
+7,797.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.4% | -1.9% | -3.0% |
| 7D | -7.1% | -6.3% | -0.8% | -5.4% |
| 30D | +1.5% | -8.5% | +9.9% | +3.9% |
| 3M | +10.7% | +1.8% | +8.8% | +9.5% |
| 6M | -23.8% | -19.9% | -3.9% | -19.6% |
| YTD | -49.3% | +10.6% | -59.9% | -51.4% |
| 1Y | -49.7% | +17.9% | -67.6% | -52.8% |
| 3Y | -38.0% | +27.0% | -65.0% | -44.1% |
| 5Y | -38.7% | +68.7% | -107.4% | -50.1% |
| 10Y | +221.3% | +181.1% | +40.3% | +125.0% |
| All | +14,280.5% | +6,482.9% | +7,797.5% | +5,047.3% |
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 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