-9.3%
LHX vs ACWI
+14.9%
-24.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.7% | -8.1% | -6.7% |
| 7D | -0.3% | -0.5% | +0.1% | -0.2% |
| 30D | +9.7% | -1.6% | +11.3% | +10.1% |
| 3M | -8.5% | -1.3% | -7.2% | -8.2% |
| 6M | -15.1% | +5.8% | -20.9% | -17.5% |
| YTD | -10.4% | +12.7% | -23.2% | -17.8% |
| 1Y | -9.3% | +15.0% | -24.3% | -18.2% |
| All | -9.3% | +14.9% | -24.2% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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