+3,029.4%
LMT vs HDB
+4,291.4%
-1,262.1%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.1% |
| 7D | +2.5% | +6.9% | -4.4% | +1.4% |
| 30D | +19.2% | +15.2% | +3.9% | +16.4% |
| 3M | +2.7% | +11.7% | -9.0% | +0.6% |
| 6M | +20.6% | +7.5% | +13.1% | +18.5% |
| YTD | +28.4% | -28.8% | +57.2% | +34.4% |
| 1Y | +36.9% | -29.1% | +66.0% | +43.4% |
| 3Y | +48.5% | -7.0% | +55.6% | +47.2% |
| 5Y | +107.6% | -22.1% | +129.7% | +108.5% |
| 10Y | +206.5% | +64.9% | +141.6% | +163.5% |
| All | +3,029.4% | +4,291.4% | -1,262.1% | +2,116.6% |
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