+45.1%
LMT vs PODD
-4.1%
+49.2%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.5% | -1.4% |
| 7D | +5.1% | +4.1% | +1.0% | +4.9% |
| 30D | +14.1% | +13.9% | +0.3% | +13.6% |
| 3M | +0.3% | +4.1% | -3.8% | 0.0% |
| 6M | +16.1% | +2.4% | +13.7% | +15.9% |
| YTD | +25.5% | -46.4% | +71.8% | +25.0% |
| 1Y | +34.1% | -54.2% | +88.3% | +33.9% |
| 3Y | +45.1% | -6.9% | +51.9% | +45.5% |
| All | +45.1% | -4.1% | +49.2% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 3y: compounded portfolio wealth divided by compounded PODD 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…
3y analysis · Full analysis span regression · 6 months rolling