+73.0%
LMT vs BND
-2.6%
+75.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | -13.1% | -1.1% | -11.9% | -12.9% |
| 3M | -3.9% | -1.9% | -2.0% | -3.5% |
| 6M | -18.3% | -1.6% | -16.6% | -18.0% |
| YTD | +10.3% | -1.2% | +11.6% | +10.6% |
| 1Y | +14.2% | -0.7% | +15.0% | +14.4% |
| 3Y | +35.0% | +12.5% | +22.5% | +32.0% |
| All | +73.0% | -2.6% | +75.7% | +69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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