+17.7%
LMT vs PWR
+67.5%
-49.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -2.1% |
| 7D | -1.3% | +2.7% | -4.0% | -1.5% |
| 30D | -12.5% | -5.1% | -7.4% | -12.3% |
| 3M | -0.5% | -9.4% | +8.9% | -0.4% |
| 6M | -20.0% | +10.4% | -30.4% | -22.2% |
| YTD | +10.4% | +48.6% | -38.2% | +3.9% |
| 1Y | +17.7% | +68.0% | -50.3% | +9.1% |
| All | +17.7% | +67.5% | -49.8% | +9.1% |
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