+34.1%
LMT vs RMD
-3.5%
+37.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | +5.1% | +2.1% | +3.0% | +4.9% |
| 30D | +14.1% | +2.1% | +12.0% | +14.2% |
| 3M | +0.3% | +6.2% | -6.0% | 0.0% |
| 6M | +16.1% | +19.4% | -3.3% | +13.5% |
| YTD | +25.5% | +0.5% | +24.9% | +24.9% |
| 1Y | +34.1% | -3.9% | +38.1% | +33.9% |
| All | +34.1% | -3.5% | +37.7% | +33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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