+25.9%
LMT vs GEN
+20.2%
+5.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.0% | -10.9% | -7.0% |
| 7D | -5.5% | +26.9% | -32.4% | -6.3% |
| 30D | +17.5% | +38.6% | -21.2% | +16.2% |
| 3M | +1.6% | +9.7% | -8.2% | +0.9% |
| 6M | +16.3% | +58.9% | -42.6% | +14.8% |
| YTD | +25.3% | +15.3% | +9.9% | +23.1% |
| 1Y | +25.9% | +21.8% | +4.1% | +22.7% |
| All | +25.9% | +20.2% | +5.7% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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