+98.8%
LMT vs BIL
+19.8%
+79.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | 0.0% | +3.7% | +3.7% |
| 7D | -8.5% | +0.1% | -8.6% | -8.5% |
| 30D | +15.4% | 0.0% | +15.5% | +15.2% |
| 3M | +0.7% | +0.6% | +0.1% | 0.0% |
| 6M | +17.6% | +1.5% | +16.1% | +16.3% |
| YTD | +23.8% | +2.8% | +21.0% | +21.1% |
| 1Y | +31.6% | +3.3% | +28.3% | +28.1% |
| 3Y | +44.0% | +13.4% | +30.6% | +54.3% |
| 5Y | +98.8% | +19.8% | +79.0% | +179.8% |
| All | +98.8% | +19.8% | +79.0% | +179.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 5y: compounded portfolio wealth divided by compounded BIL 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…
5y analysis · Full analysis span regression · 6 months rolling