+33.5%
LMT vs HAS
+61.8%
-28.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.7% | +2.0% | +3.8% |
| 7D | -8.5% | +2.2% | -10.7% | -8.4% |
| 30D | +15.4% | +29.6% | -14.2% | +17.2% |
| 3M | +0.7% | +30.3% | -29.6% | +2.3% |
| 6M | +17.6% | +25.6% | -8.0% | +19.3% |
| YTD | +23.8% | +50.8% | -27.0% | +26.6% |
| All | +33.5% | +61.8% | -28.3% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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