+2,594.5%
LMT vs HDB
+3,812.1%
-1,217.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.4% |
| 7D | -6.3% | +0.4% | -6.7% | -6.3% |
| 30D | -8.5% | -2.8% | -5.7% | -8.1% |
| 3M | +1.8% | -3.5% | +5.4% | +2.1% |
| 6M | -19.9% | -24.7% | +4.8% | -16.7% |
| YTD | +10.6% | -36.6% | +47.1% | +18.1% |
| 1Y | +17.9% | -34.4% | +52.3% | +25.3% |
| 3Y | +27.0% | -24.4% | +51.3% | +30.2% |
| 5Y | +68.7% | -35.4% | +104.0% | +75.1% |
| 10Y | +181.1% | +39.5% | +141.5% | +148.6% |
| All | +2,594.5% | +3,812.1% | -1,217.6% | +1,848.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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