+75.2%
LMT vs GRMN
+73.8%
+1.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -0.5% | -1.8% | +1.3% | -0.4% |
| 30D | -10.8% | -12.1% | +1.3% | -10.1% |
| 3M | +1.6% | +18.0% | -16.4% | +0.4% |
| 6M | -17.6% | +13.7% | -31.3% | -18.4% |
| YTD | +11.6% | +35.3% | -23.7% | +9.2% |
| 1Y | +17.2% | +17.2% | 0.0% | +15.7% |
| 3Y | +35.7% | +179.6% | -143.9% | +22.3% |
| 5Y | +75.2% | +75.6% | -0.4% | +67.4% |
| All | +75.2% | +73.8% | +1.4% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling