+14.2%
LMT vs IVZ
+49.7%
-35.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | -0.2% | -2.4% | +2.2% | -0.1% |
| 30D | -13.1% | +3.0% | -16.1% | -13.1% |
| 3M | -3.9% | +14.9% | -18.7% | -4.2% |
| 6M | -18.3% | +36.7% | -55.0% | -18.6% |
| YTD | +10.3% | +25.7% | -15.3% | +10.6% |
| 1Y | +14.2% | +47.7% | -33.5% | +15.0% |
| All | +14.2% | +49.7% | -35.5% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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