+25.9%
LMT vs TDG
-5.9%
+31.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.7% | -7.6% | -7.1% |
| 7D | -5.5% | +7.1% | -12.6% | -7.6% |
| 30D | +17.5% | +11.4% | +6.1% | +13.5% |
| 3M | +1.6% | -4.6% | +6.2% | +2.9% |
| 6M | +16.3% | +5.8% | +10.5% | +14.4% |
| YTD | +25.3% | -8.5% | +33.7% | +25.5% |
| 1Y | +25.9% | -5.8% | +31.7% | +23.3% |
| All | +25.9% | -5.9% | +31.7% | +23.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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