-16.9%
LMT vs INFQ
-9.1%
-7.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.3% | +1.1% |
| 7D | -0.5% | +2.4% | -2.9% | -0.5% |
| 30D | -10.8% | +9.6% | -20.4% | -10.7% |
| 3M | +1.6% | -4.6% | +6.2% | +1.8% |
| 6M | -17.6% | +6.7% | -24.2% | -19.0% |
| All | -16.9% | -9.1% | -7.9% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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