+37.3%
LMT vs GEN
+57.7%
-20.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.7% | +4.8% | +2.2% |
| 7D | -1.5% | -0.7% | -0.8% | -1.5% |
| 30D | -8.2% | +2.6% | -10.9% | -8.3% |
| 3M | +3.7% | +15.8% | -12.1% | +3.1% |
| 6M | -19.2% | +33.1% | -52.3% | -20.5% |
| YTD | +12.9% | +11.3% | +1.6% | +12.2% |
| 1Y | +19.8% | +1.7% | +18.1% | +19.8% |
| 3Y | +37.3% | +58.1% | -20.9% | +39.7% |
| All | +37.3% | +57.7% | -20.5% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling