+17.9%
LMT vs SMTC
+154.8%
-136.8%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +9.2% | -10.7% | -1.4% |
| 7D | -6.3% | +12.7% | -19.0% | -6.2% |
| 30D | -8.5% | +22.0% | -30.5% | -8.5% |
| 3M | +1.8% | -12.7% | +14.5% | +1.6% |
| 6M | -19.9% | +64.8% | -84.7% | -21.4% |
| YTD | +10.6% | +100.7% | -90.1% | +8.6% |
| 1Y | +17.9% | +146.9% | -128.9% | +15.6% |
| All | +17.9% | +154.8% | -136.8% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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