+14.2%
LMT vs NVD
-52.8%
+67.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.1% |
| 7D | -0.2% | +10.8% | -11.0% | -0.4% |
| 30D | -13.1% | +0.8% | -13.8% | -13.1% |
| 3M | -3.9% | -20.8% | +17.0% | -3.7% |
| 6M | -18.3% | -41.2% | +22.9% | -18.6% |
| YTD | +10.3% | -44.2% | +54.5% | +9.5% |
| 1Y | +14.2% | -54.2% | +68.4% | +13.4% |
| All | +14.2% | -52.8% | +67.0% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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