+25.9%
LMT vs HRB
+16.9%
+9.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.4% | -11.3% | -7.3% |
| 7D | -5.5% | +16.0% | -21.6% | -6.9% |
| 30D | +17.5% | +32.1% | -14.6% | +14.6% |
| 3M | +1.6% | +21.5% | -19.9% | -0.3% |
| 6M | +16.3% | +82.1% | -65.8% | +11.1% |
| YTD | +25.3% | +31.6% | -6.4% | +27.5% |
| 1Y | +25.9% | +15.9% | +10.0% | +30.3% |
| All | +25.9% | +16.9% | +9.0% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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