+5,439.8%
LMT vs SUI
+4,037.5%
+1,402.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.4% |
| 7D | -6.3% | -2.8% | -3.4% | -5.6% |
| 30D | -8.5% | -1.2% | -7.3% | -8.3% |
| 3M | +1.8% | -1.7% | +3.6% | +2.1% |
| 6M | -19.9% | -10.5% | -9.5% | -17.9% |
| YTD | +10.6% | -1.8% | +12.4% | +10.8% |
| 1Y | +17.9% | -4.1% | +22.0% | +18.7% |
| 3Y | +27.0% | +11.3% | +15.7% | +21.4% |
| 5Y | +68.7% | -32.1% | +100.8% | +79.4% |
| 10Y | +181.1% | +110.4% | +70.6% | +121.2% |
| All | +5,439.8% | +4,037.5% | +1,402.3% | +2,230.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling