+1,848.6%
LMT vs IAU
+752.8%
+1,095.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.3% |
| 7D | +5.1% | -4.6% | +9.7% | +5.3% |
| 30D | +14.1% | -5.4% | +19.6% | +14.4% |
| 3M | +0.3% | -10.9% | +11.2% | +0.7% |
| 6M | +16.1% | -17.4% | +33.5% | +17.0% |
| YTD | +25.5% | -10.2% | +35.7% | +25.8% |
| 1Y | +34.1% | -7.1% | +41.2% | +34.2% |
| 3Y | +45.1% | +97.7% | -52.6% | +40.5% |
| 5Y | +100.9% | +105.3% | -4.3% | +94.2% |
| 10Y | +199.4% | +208.0% | -8.6% | +187.8% |
| All | +1,848.6% | +752.8% | +1,095.8% | +1,678.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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