+134.5%
LMT vs PINS
-19.5%
+154.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -1.0% |
| 7D | +4.8% | -3.4% | +8.2% | +5.0% |
| 30D | +19.9% | -14.5% | +34.4% | +20.5% |
| 3M | +0.2% | -16.5% | +16.7% | +0.8% |
| 6M | +17.4% | -7.0% | +24.4% | +17.4% |
| YTD | +27.2% | -26.1% | +53.3% | +28.2% |
| 1Y | +35.6% | -30.0% | +65.6% | +37.0% |
| 3Y | +47.1% | -38.5% | +85.6% | +47.4% |
| 5Y | +103.7% | -58.4% | +162.1% | +106.7% |
| All | +134.5% | -19.5% | +154.0% | +93.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling