+1,006.6%
LMT vs BUD
+201.1%
+805.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -6.3% | +0.3% | -6.5% | -6.3% |
| 30D | -8.5% | -5.7% | -2.8% | -7.3% |
| 3M | +1.8% | +3.1% | -1.3% | +0.8% |
| 6M | -19.9% | +7.9% | -27.8% | -21.8% |
| YTD | +10.6% | +27.3% | -16.8% | +3.7% |
| 1Y | +17.9% | +37.8% | -19.9% | +8.3% |
| 3Y | +27.0% | +49.8% | -22.9% | +12.4% |
| 5Y | +68.7% | +43.8% | +24.8% | +47.3% |
| 10Y | +181.1% | -22.6% | +203.7% | +178.0% |
| All | +1,006.6% | +201.1% | +805.5% | +570.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling