+40.3%
LMT vs MSFU
+71.2%
-31.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.1% |
| 7D | -0.5% | -6.9% | +6.4% | -0.5% |
| 30D | -10.8% | -5.1% | -5.6% | -10.8% |
| 3M | +1.6% | +44.6% | -43.0% | +1.8% |
| 6M | -17.6% | +32.8% | -50.4% | -17.4% |
| YTD | +11.6% | -10.1% | +21.6% | +11.4% |
| 1Y | +17.2% | -19.4% | +36.6% | +17.2% |
| 3Y | +35.7% | +26.2% | +9.5% | +31.6% |
| All | +40.3% | +71.2% | -31.0% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded MSFU 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling