+103.9%
LMT vs PINS
-14.1%
+118.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.2% | +0.7% | -1.3% |
| 7D | -6.3% | -12.0% | +5.8% | -5.8% |
| 30D | -8.5% | -12.7% | +4.2% | -8.0% |
| 3M | +1.8% | -5.5% | +7.3% | +2.0% |
| 6M | -19.9% | +5.3% | -25.2% | -20.3% |
| YTD | +10.6% | -21.2% | +31.8% | +11.3% |
| 1Y | +17.9% | -45.0% | +63.0% | +20.6% |
| 3Y | +27.0% | -26.2% | +53.2% | +25.9% |
| 5Y | +68.7% | -64.0% | +132.6% | +73.9% |
| All | +103.9% | -14.1% | +118.1% | +67.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling