+2,136.2%
LMT vs PWR
+8,011.0%
-5,874.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +2.7% |
| 7D | -5.6% | -11.2% | +5.6% | -4.6% |
| 30D | +18.4% | -17.4% | +35.7% | +20.2% |
| 3M | +0.6% | -11.7% | +12.4% | +1.4% |
| 6M | +20.6% | -21.7% | +42.3% | +22.5% |
| YTD | +27.0% | +38.3% | -11.3% | +21.8% |
| 1Y | +36.9% | +29.6% | +7.3% | +32.0% |
| 3Y | +46.9% | +236.1% | -189.3% | +27.6% |
| 5Y | +104.2% | +406.3% | -302.2% | +69.1% |
| 10Y | +205.2% | +1,796.7% | -1,591.5% | +121.5% |
| All | +2,136.2% | +8,011.0% | -5,874.8% | +1,411.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling