+24.9%
LMT vs DOW
+47.8%
-22.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.2% | -1.0% | -3.0% |
| 7D | -10.5% | -4.9% | -5.6% | -10.1% |
| 30D | +12.9% | +13.6% | -0.6% | +12.3% |
| 3M | +0.4% | +9.0% | -8.7% | -0.1% |
| 6M | +14.7% | -19.9% | +34.6% | +15.3% |
| YTD | +21.3% | +41.4% | -20.2% | +15.8% |
| 1Y | +24.9% | +47.4% | -22.5% | +19.7% |
| All | +24.9% | +47.8% | -22.8% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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