+47.0%
LMT vs SNPS
-10.4%
+57.4%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.0% |
| 7D | +4.8% | +5.1% | -0.2% | +5.0% |
| 30D | +19.9% | -6.4% | +26.3% | +19.6% |
| 3M | +0.2% | +12.2% | -12.0% | +0.7% |
| 6M | +17.4% | -9.8% | +27.3% | +17.2% |
| YTD | +27.2% | -1.5% | +28.7% | +27.2% |
| 1Y | +35.6% | +16.0% | +19.6% | +36.5% |
| All | +47.0% | -10.4% | +57.4% | +46.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling