+17.9%
LMT vs TECH
+36.9%
-19.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -8.5% | +0.7% | -9.2% | -8.5% |
| 3M | +1.8% | +36.3% | -34.5% | +0.4% |
| 6M | -19.9% | +25.6% | -45.5% | -20.8% |
| YTD | +10.6% | +23.7% | -13.1% | +8.8% |
| 1Y | +17.9% | +37.6% | -19.7% | +15.4% |
| All | +17.9% | +36.9% | -19.0% | +15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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