+25.9%
LMT vs BNY
+45.2%
-19.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.2% | -7.2% |
| 7D | -5.5% | +2.8% | -8.3% | -5.9% |
| 30D | +17.5% | +6.7% | +10.7% | +16.2% |
| 3M | +1.6% | -2.2% | +3.8% | +1.9% |
| 6M | +16.3% | +16.8% | -0.5% | +13.6% |
| YTD | +25.3% | +33.9% | -8.6% | +21.0% |
| 1Y | +25.9% | +43.9% | -18.0% | +23.7% |
| All | +25.9% | +45.2% | -19.3% | +23.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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