-9.3%
LHX vs TECH
+19.5%
-28.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.1% | -6.6% | -6.5% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +9.7% | +0.2% | +9.4% | +9.6% |
| 3M | -8.5% | +1.0% | -9.5% | -8.6% |
| 6M | -15.1% | +33.3% | -48.4% | -16.8% |
| YTD | -10.4% | +24.2% | -34.6% | -13.6% |
| 1Y | -9.3% | +19.7% | -29.0% | -12.6% |
| All | -9.3% | +19.5% | -28.8% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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