+11,380.6%
LMT vs NI
+5,096.4%
+6,284.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.3% |
| 7D | -0.5% | -0.6% | 0.0% | -0.3% |
| 30D | -10.8% | -1.4% | -9.4% | -10.3% |
| 3M | +1.6% | -10.6% | +12.2% | +5.3% |
| 6M | -17.6% | -9.9% | -7.7% | -15.0% |
| YTD | +11.6% | +1.2% | +10.4% | +10.8% |
| 1Y | +17.2% | +4.4% | +12.8% | +15.0% |
| 3Y | +35.7% | +68.6% | -32.9% | +12.5% |
| 5Y | +75.2% | +98.0% | -22.8% | +36.5% |
| 10Y | +190.1% | +143.6% | +46.5% | +108.1% |
| All | +11,380.6% | +5,096.4% | +6,284.2% | +3,425.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling