+103.5%
LMT vs PINS
-19.8%
+123.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.6% | -1.2% |
| 7D | -0.2% | -6.6% | +6.4% | +0.1% |
| 30D | -13.1% | -16.8% | +3.7% | -12.4% |
| 3M | -3.9% | -11.4% | +7.5% | -3.5% |
| 6M | -18.3% | -1.7% | -16.6% | -18.4% |
| YTD | +10.3% | -26.4% | +36.8% | +11.4% |
| 1Y | +14.2% | -45.5% | +59.7% | +16.8% |
| 3Y | +35.0% | -31.7% | +66.7% | +34.3% |
| 5Y | +73.2% | -64.9% | +138.1% | +78.4% |
| All | +103.5% | -19.8% | +123.3% | +67.9% |
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