+36.9%
LMT vs MP
-42.0%
+78.9%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.7% | +0.4% | +1.1% |
| 7D | +2.5% | +2.3% | +0.2% | +2.4% |
| 30D | +19.2% | -15.3% | +34.5% | +19.8% |
| 3M | +2.7% | -33.5% | +36.2% | +4.1% |
| 6M | +20.6% | -45.5% | +66.1% | +23.5% |
| YTD | +28.4% | -27.3% | +55.7% | +28.2% |
| 1Y | +36.9% | -40.7% | +77.6% | +37.1% |
| All | +36.9% | -42.0% | +78.9% | +37.1% |
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