+17.9%
LMT vs BN
-6.5%
+24.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.4% |
| 7D | -6.3% | -2.5% | -3.8% | -6.0% |
| 30D | -8.5% | -9.5% | +1.0% | -7.4% |
| 3M | +1.8% | -10.4% | +12.2% | +3.1% |
| 6M | -19.9% | -6.4% | -13.6% | -19.3% |
| YTD | +10.6% | -11.9% | +22.4% | +12.9% |
| 1Y | +17.9% | -8.6% | +26.6% | +20.0% |
| All | +17.9% | -6.5% | +24.4% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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