+25.9%
LMT vs BEN
+56.2%
-30.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.7% | -11.5% | -7.0% |
| 7D | -5.5% | +6.7% | -12.3% | -5.7% |
| 30D | +17.5% | +3.0% | +14.4% | +17.5% |
| 3M | +1.6% | -4.3% | +5.9% | +2.3% |
| 6M | +16.3% | +16.4% | -0.1% | +15.7% |
| YTD | +25.3% | +46.8% | -21.5% | +20.5% |
| 1Y | +25.9% | +57.3% | -31.5% | +21.0% |
| All | +25.9% | +56.2% | -30.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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