-4.1%
LHX vs BTI
+5.0%
-9.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | -2.0% | -1.4% | -0.6% | -1.7% |
| 30D | -9.9% | -6.6% | -3.3% | -9.0% |
| 3M | -16.5% | -3.0% | -13.5% | -16.4% |
| 6M | -29.6% | -6.7% | -22.9% | -28.7% |
| YTD | -11.6% | +0.6% | -12.1% | -13.1% |
| 1Y | -4.1% | +5.6% | -9.7% | -3.4% |
| All | -4.1% | +5.0% | -9.0% | -3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 2025-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded BTI 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…
2025-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling