+25.9%
LMT vs PWR
+31.4%
-5.6%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -11.7% | +4.8% | -6.3% |
| 7D | -5.5% | -4.4% | -1.2% | -5.0% |
| 30D | +17.5% | -15.1% | +32.5% | +18.5% |
| 3M | +1.6% | -16.2% | +17.8% | +2.5% |
| 6M | +16.3% | -23.3% | +39.7% | +17.5% |
| YTD | +25.3% | +37.6% | -12.4% | +19.0% |
| 1Y | +25.9% | +32.4% | -6.5% | +19.1% |
| All | +25.9% | +31.4% | -5.6% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 1y: compounded portfolio wealth divided by compounded PWR 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…
1y analysis · Full analysis span regression · 6 months rolling