+26.3%
LMT vs NVD
-99.2%
+125.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.9% | -4.1% | -2.2% |
| 7D | -1.3% | +0.5% | -1.9% | -1.3% |
| 30D | -12.5% | -9.3% | -3.2% | -12.4% |
| 3M | -0.5% | -22.1% | +21.6% | -0.1% |
| 6M | -20.0% | -45.8% | +25.8% | -19.4% |
| YTD | +10.4% | -46.7% | +57.1% | +11.1% |
| 1Y | +17.7% | -59.5% | +77.2% | +19.0% |
| 3Y | +34.3% | -99.2% | +133.4% | +44.5% |
| All | +26.3% | -99.2% | +125.4% | +35.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling