+189.0%
LMT vs SNPS
+585.0%
-396.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.0% |
| 7D | -0.5% | -4.6% | +4.1% | -0.1% |
| 30D | -10.8% | -3.3% | -7.4% | -10.6% |
| 3M | +1.6% | -13.8% | +15.4% | +2.9% |
| 6M | -17.6% | -8.2% | -9.4% | -17.4% |
| YTD | +11.6% | -15.4% | +27.0% | +12.5% |
| 1Y | +17.2% | +2.4% | +14.8% | +15.0% |
| 3Y | +35.7% | -13.5% | +49.2% | +28.0% |
| 5Y | +75.2% | +19.5% | +55.7% | +48.6% |
| All | +189.0% | +585.0% | -396.0% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 10y: compounded portfolio wealth divided by compounded SNPS 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…
10y analysis · Full analysis span regression · 6 months rolling