+3,682.4%
LMT vs RMD
+36,837.6%
-33,155.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.1% | -1.4% |
| 7D | -6.3% | -5.0% | -1.3% | -5.8% |
| 30D | -8.5% | +2.2% | -10.7% | -8.8% |
| 3M | +1.8% | +17.8% | -16.0% | -0.1% |
| 6M | -19.9% | -11.3% | -8.6% | -19.1% |
| YTD | +10.6% | -4.4% | +15.0% | +10.7% |
| 1Y | +17.9% | -15.7% | +33.7% | +19.6% |
| 3Y | +27.0% | +47.7% | -20.8% | +19.9% |
| 5Y | +68.7% | -19.2% | +87.9% | +68.3% |
| 10Y | +181.1% | +280.4% | -99.3% | +138.9% |
| All | +3,682.4% | +36,837.6% | -33,155.3% | +2,529.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling