+11,511.2%
LMT vs BTI
+6,031.1%
+5,480.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.4% | +2.1% |
| 7D | -1.5% | -1.4% | -0.2% | -1.3% |
| 30D | -8.2% | -7.0% | -1.2% | -7.0% |
| 3M | +3.7% | -6.3% | +10.1% | +4.8% |
| 6M | -19.2% | -2.0% | -17.2% | -19.3% |
| YTD | +12.9% | +0.2% | +12.7% | +12.1% |
| 1Y | +19.8% | +3.8% | +16.0% | +18.0% |
| 3Y | +37.3% | +112.1% | -74.8% | +15.9% |
| 5Y | +74.4% | +113.6% | -39.2% | +46.1% |
| 10Y | +188.9% | +69.6% | +119.3% | +147.1% |
| All | +11,511.2% | +6,031.1% | +5,480.1% | +5,845.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling