+14.2%
LMT vs TD
+60.9%
-46.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.2% |
| 7D | -0.2% | -0.5% | +0.3% | -0.2% |
| 30D | -13.1% | -1.9% | -11.2% | -12.9% |
| 3M | -3.9% | +4.8% | -8.6% | -4.8% |
| 6M | -18.3% | +28.0% | -46.2% | -21.3% |
| YTD | +10.3% | +30.3% | -20.0% | +5.4% |
| 1Y | +14.2% | +59.8% | -45.5% | +4.3% |
| All | +14.2% | +60.9% | -46.7% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 1y: compounded portfolio wealth divided by compounded TD 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…
1y analysis · Full analysis span regression · 6 months rolling