+4,160.1%
LHX vs RMD
+35,656.8%
-31,496.6%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | +0.3% |
| 7D | -2.5% | -4.5% | +2.0% | -1.7% |
| 30D | -10.4% | +4.6% | -15.0% | -11.2% |
| 3M | -14.9% | +14.8% | -29.7% | -17.4% |
| 6M | -29.6% | -12.1% | -17.6% | -28.2% |
| YTD | -11.8% | -7.5% | -4.3% | -11.0% |
| 1Y | -5.1% | -20.1% | +15.0% | -1.6% |
| 3Y | +61.3% | +53.9% | +7.4% | +45.3% |
| 5Y | +22.4% | -22.2% | +44.6% | +23.3% |
| 10Y | +232.2% | +268.2% | -36.0% | +145.3% |
| All | +4,160.1% | +35,656.8% | -31,496.6% | +1,705.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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