+25.9%
LMT vs FRSH
+21.1%
+4.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -6.3% | -0.6% | -6.9% |
| 7D | -5.5% | -13.8% | +8.3% | -5.7% |
| 30D | +17.5% | +0.3% | +17.1% | +17.7% |
| 3M | +1.6% | +10.1% | -8.5% | +2.3% |
| 6M | +16.3% | +47.7% | -31.4% | +18.6% |
| YTD | +25.3% | +8.2% | +17.0% | +23.4% |
| 1Y | +25.9% | +21.4% | +4.4% | +21.7% |
| All | +25.9% | +21.1% | +4.8% | +21.7% |
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