+34.1%
LMT vs DAR
+61.9%
-27.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.1% | -2.5% | -1.5% |
| 7D | +5.1% | +11.6% | -6.4% | +3.8% |
| 30D | +14.1% | -10.2% | +24.4% | +14.9% |
| 3M | +0.3% | -14.8% | +15.1% | +1.5% |
| 6M | +16.1% | -10.1% | +26.2% | +16.2% |
| YTD | +25.5% | +55.5% | -30.1% | +10.1% |
| 1Y | +34.1% | +61.7% | -27.5% | +17.7% |
| All | +34.1% | +61.9% | -27.7% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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