+189.0%
LMT vs BUD
-22.8%
+211.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -0.5% | -3.2% | +2.7% | +0.1% |
| 30D | -10.8% | -3.7% | -7.1% | -10.1% |
| 3M | +1.6% | -4.4% | +6.0% | +2.3% |
| 6M | -17.6% | +7.7% | -25.3% | -19.2% |
| YTD | +11.6% | +23.1% | -11.5% | +6.4% |
| 1Y | +17.2% | +33.6% | -16.4% | +9.7% |
| 3Y | +35.7% | +44.7% | -9.0% | +23.2% |
| 5Y | +75.2% | +44.9% | +30.3% | +55.0% |
| All | +189.0% | -22.8% | +211.9% | +166.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling