+11,258.0%
LMT vs FISV
+10,091.3%
+1,166.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.3% | +2.2% | -1.4% |
| 7D | -1.3% | -6.4% | +5.1% | -0.2% |
| 30D | -12.5% | -6.8% | -5.7% | -11.6% |
| 3M | -0.5% | -10.0% | +9.5% | +1.0% |
| 6M | -20.0% | -20.6% | +0.6% | -17.3% |
| YTD | +10.4% | -27.6% | +38.0% | +15.6% |
| 1Y | +17.7% | -64.3% | +82.0% | +35.6% |
| 3Y | +34.3% | -60.0% | +94.3% | +48.0% |
| 5Y | +71.8% | -57.7% | +129.5% | +84.8% |
| 10Y | +187.0% | -3.0% | +190.0% | +164.4% |
| All | +11,258.0% | +10,091.3% | +1,166.7% | +6,000.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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