+17.2%
LMT vs FLEX
+90.6%
-73.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +1.1% |
| 7D | -0.5% | +0.1% | -0.6% | -0.5% |
| 30D | -10.8% | -11.8% | +1.0% | -10.7% |
| 3M | +1.6% | -22.6% | +24.2% | +1.4% |
| 6M | -17.6% | +77.3% | -94.9% | -22.3% |
| YTD | +11.6% | +78.8% | -67.2% | +5.0% |
| 1Y | +17.2% | +86.1% | -68.8% | +10.3% |
| All | +17.2% | +90.6% | -73.4% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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