+55.8%
LHX vs IBN
+25.1%
+30.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.8% |
| 7D | -4.8% | -5.5% | +0.7% | -4.5% |
| 30D | -12.7% | -3.4% | -9.3% | -12.6% |
| 3M | -17.6% | +8.7% | -26.3% | -18.2% |
| 6M | -30.7% | +3.7% | -34.4% | -31.1% |
| YTD | -14.3% | -2.4% | -12.0% | -14.7% |
| 1Y | -8.4% | -8.1% | -0.3% | -8.6% |
| All | +55.8% | +25.1% | +30.7% | +43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling