+187.0%
LMT vs SUI
+104.7%
+82.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -1.8% |
| 7D | -1.3% | -4.3% | +3.0% | -0.3% |
| 30D | -12.5% | -2.1% | -10.4% | -12.1% |
| 3M | -0.5% | -6.1% | +5.6% | +0.9% |
| 6M | -20.0% | -12.8% | -7.3% | -17.5% |
| YTD | +10.4% | -4.6% | +15.0% | +11.3% |
| 1Y | +17.7% | -7.7% | +25.4% | +19.5% |
| 3Y | +34.3% | +10.9% | +23.3% | +28.0% |
| 5Y | +71.8% | -32.4% | +104.2% | +85.9% |
| 10Y | +187.0% | +105.7% | +81.3% | +150.5% |
| All | +187.0% | +104.7% | +82.2% | +150.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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