+17.9%
LMT vs FRSH
-3.3%
+21.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.7% | +3.3% | -1.6% |
| 7D | -6.3% | -8.2% | +1.9% | -6.6% |
| 30D | -8.5% | +10.5% | -19.0% | -8.0% |
| 3M | +1.8% | +32.7% | -30.9% | +3.4% |
| 6M | -19.9% | +50.3% | -70.2% | -18.3% |
| YTD | +10.6% | +3.9% | +6.7% | +9.2% |
| 1Y | +17.9% | -2.2% | +20.1% | +15.8% |
| All | +17.9% | -3.3% | +21.3% | +15.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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