+17.9%
LMT vs NI
+1.4%
+16.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.3% |
| 7D | -6.3% | +2.0% | -8.3% | -6.7% |
| 30D | -8.5% | -3.5% | -5.0% | -7.8% |
| 3M | +1.8% | -9.1% | +10.9% | +4.0% |
| 6M | -19.9% | -11.8% | -8.1% | -17.5% |
| YTD | +10.6% | +1.1% | +9.5% | +8.5% |
| 1Y | +17.9% | +6.7% | +11.2% | +14.8% |
| All | +17.9% | +1.4% | +16.5% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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