+36.5%
LMT vs INDA
+6.8%
+29.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.0% |
| 7D | -0.5% | -3.6% | +3.1% | -0.7% |
| 30D | -10.8% | -4.0% | -6.8% | -10.9% |
| 3M | +1.6% | +1.7% | -0.1% | +1.5% |
| 6M | -17.6% | -3.6% | -13.9% | -17.8% |
| YTD | +11.6% | -11.0% | +22.6% | +10.9% |
| 1Y | +17.2% | -9.5% | +26.7% | +16.5% |
| All | +36.5% | +6.8% | +29.7% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling