+14.2%
LMT vs NI
+4.4%
+9.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.2% | 0.0% | -0.3% | -0.2% |
| 30D | -13.1% | -1.4% | -11.7% | -12.8% |
| 3M | -3.9% | -10.6% | +6.7% | -1.6% |
| 6M | -18.3% | -9.3% | -8.9% | -16.6% |
| YTD | +10.3% | +1.1% | +9.2% | +8.4% |
| 1Y | +14.2% | +3.4% | +10.9% | +11.6% |
| All | +14.2% | +4.4% | +9.8% | +11.6% |
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