+47.0%
LMT vs SUI
+17.1%
+30.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.9% |
| 7D | +4.8% | -3.8% | +8.7% | +5.4% |
| 30D | +19.9% | +3.9% | +15.9% | +19.1% |
| 3M | +0.2% | +0.2% | 0.0% | 0.0% |
| 6M | +17.4% | -4.2% | +21.6% | +17.9% |
| YTD | +27.2% | -2.5% | +29.7% | +27.2% |
| 1Y | +35.6% | -4.0% | +39.6% | +35.9% |
| All | +47.0% | +17.1% | +30.0% | +45.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling