+25.9%
LMT vs MP
-35.7%
+61.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.1% | -1.8% | -6.8% |
| 7D | -5.5% | -12.5% | +7.0% | -5.3% |
| 30D | +17.5% | -23.3% | +40.8% | +18.2% |
| 3M | +1.6% | -24.4% | +25.9% | +2.2% |
| 6M | +16.3% | -45.8% | +62.1% | +18.2% |
| YTD | +25.3% | -28.9% | +54.2% | +26.4% |
| 1Y | +25.9% | -34.6% | +60.5% | +26.6% |
| All | +25.9% | -35.7% | +61.5% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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