+71.8%
LMT vs BUD
+44.7%
+27.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -2.0% |
| 7D | -1.3% | -1.3% | 0.0% | -1.3% |
| 30D | -12.5% | -6.1% | -6.4% | -12.2% |
| 3M | -0.5% | -3.8% | +3.3% | -0.3% |
| 6M | -20.0% | +8.2% | -28.2% | -20.7% |
| YTD | +10.4% | +23.6% | -13.2% | +8.6% |
| 1Y | +17.7% | +33.4% | -15.7% | +15.2% |
| 3Y | +34.3% | +45.3% | -11.0% | +30.4% |
| 5Y | +71.8% | +44.3% | +27.5% | +62.2% |
| All | +71.8% | +44.7% | +27.1% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling