-4.1%
LHX vs PH
+30.5%
-34.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-04 to 2026-09-04.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | -2.0% | -3.1% | +1.1% | -1.0% |
| 30D | -9.9% | -3.2% | -6.7% | -9.2% |
| 3M | -16.5% | +10.6% | -27.1% | -19.6% |
| 6M | -29.6% | -2.1% | -27.5% | -29.4% |
| YTD | -11.6% | +10.2% | -21.8% | -15.5% |
| 1Y | -4.1% | +28.2% | -32.3% | -12.4% |
| All | -4.1% | +30.5% | -34.6% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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