+33.5%
LMT vs ACWI
+12.9%
+20.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +3.7% |
| 7D | -8.5% | +0.3% | -8.9% | -8.5% |
| 30D | +15.4% | -2.8% | +18.3% | +15.3% |
| 3M | +0.7% | -3.2% | +3.8% | +0.6% |
| 6M | +17.6% | +1.3% | +16.3% | +16.8% |
| YTD | +23.8% | +11.2% | +12.6% | +20.2% |
| All | +33.5% | +12.9% | +20.6% | +29.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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