+189.0%
LMT vs TECH
+189.8%
-0.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.3% | +1.1% |
| 7D | -0.5% | -0.5% | 0.0% | -0.5% |
| 30D | -10.8% | 0.0% | -10.8% | -10.8% |
| 3M | +1.6% | +37.4% | -35.9% | -2.2% |
| 6M | -17.6% | +36.9% | -54.4% | -21.0% |
| YTD | +11.6% | +23.1% | -11.5% | +8.0% |
| 1Y | +17.2% | +42.2% | -25.0% | +11.1% |
| 3Y | +35.7% | +1.9% | +33.8% | +31.6% |
| 5Y | +75.2% | -42.9% | +118.1% | +86.6% |
| All | +189.0% | +189.8% | -0.8% | +82.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling