+25.9%
LMT vs GPN
+20.6%
+5.2%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.9% | -4.9% | -6.8% |
| 7D | -5.5% | +15.0% | -20.5% | -5.9% |
| 30D | +17.5% | +16.9% | +0.5% | +16.8% |
| 3M | +1.6% | +9.2% | -7.6% | +1.2% |
| 6M | +16.3% | +34.7% | -18.4% | +14.5% |
| YTD | +25.3% | +25.4% | -0.1% | +24.7% |
| 1Y | +25.9% | +21.7% | +4.1% | +25.6% |
| All | +25.9% | +20.6% | +5.2% | +25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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