+12,808.2%
LMT vs TECH
+101,682.4%
-88,874.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | +5.1% | +0.1% | +5.0% | +5.1% |
| 30D | +14.1% | +0.5% | +13.6% | +14.1% |
| 3M | +0.3% | +1.1% | -0.8% | +0.2% |
| 6M | +16.1% | +62.8% | -46.7% | +11.2% |
| YTD | +25.5% | +24.5% | +1.0% | +22.3% |
| 1Y | +34.1% | +20.6% | +13.5% | +31.0% |
| 3Y | +45.1% | +29.5% | +15.6% | +38.8% |
| 5Y | +100.9% | -40.9% | +141.9% | +103.9% |
| 10Y | +199.4% | +189.5% | +9.9% | +161.0% |
| All | +12,808.2% | +101,682.4% | -88,874.1% | +6,680.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling