+3,473.9%
LMT vs GRMN
+6,828.2%
-3,354.3%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -1.2% |
| 7D | +5.1% | -0.9% | +6.0% | +5.2% |
| 30D | +14.1% | +1.2% | +13.0% | +13.8% |
| 3M | +0.3% | -8.9% | +9.2% | +1.5% |
| 6M | +16.1% | +23.0% | -6.9% | +12.0% |
| YTD | +25.5% | +41.2% | -15.8% | +18.2% |
| 1Y | +34.1% | +47.5% | -13.4% | +25.5% |
| 3Y | +45.1% | +155.8% | -110.7% | +22.1% |
| 5Y | +100.9% | +120.2% | -19.2% | +71.4% |
| 10Y | +199.4% | +629.9% | -430.5% | +113.4% |
| All | +3,473.9% | +6,828.2% | -3,354.3% | +1,929.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling