+3,049.6%
LMT vs GRMN
+6,655.2%
-3,605.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.4% | -1.4% |
| 7D | -6.3% | -2.9% | -3.4% | -5.9% |
| 30D | -8.5% | -8.4% | -0.1% | -7.3% |
| 3M | +1.8% | +15.0% | -13.2% | -0.6% |
| 6M | -19.9% | +11.2% | -31.1% | -21.6% |
| YTD | +10.6% | +37.7% | -27.1% | +4.8% |
| 1Y | +17.9% | +18.5% | -0.5% | +14.1% |
| 3Y | +27.0% | +175.8% | -148.8% | +5.7% |
| 5Y | +68.7% | +75.1% | -6.4% | +49.3% |
| 10Y | +181.1% | +637.0% | -456.0% | +100.6% |
| All | +3,049.6% | +6,655.2% | -3,605.6% | +1,698.9% |
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