+25.9%
LMT vs BTI
+24.7%
+1.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +3.4% | -10.3% | -7.2% |
| 7D | -5.5% | +5.3% | -10.8% | -6.0% |
| 30D | +17.5% | +19.1% | -1.6% | +15.7% |
| 3M | +1.6% | +6.5% | -4.9% | +0.6% |
| 6M | +16.3% | +9.4% | +6.9% | +14.5% |
| YTD | +25.3% | +14.4% | +10.9% | +20.0% |
| 1Y | +25.9% | +23.9% | +2.0% | +19.7% |
| All | +25.9% | +24.7% | +1.2% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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