+11,275.8%
LMT vs TECH
+101,053.8%
-89,778.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -8.6% |
| 3M | +1.8% | +36.3% | -34.5% | -1.0% |
| 6M | -19.9% | +25.6% | -45.5% | -21.9% |
| YTD | +10.6% | +23.7% | -13.1% | +7.8% |
| 1Y | +17.9% | +37.6% | -19.7% | +13.7% |
| 3Y | +27.0% | -6.6% | +33.5% | +24.9% |
| 5Y | +68.7% | -42.2% | +110.9% | +71.3% |
| 10Y | +181.1% | +187.6% | -6.5% | +145.0% |
| All | +11,275.8% | +101,053.8% | -89,778.0% | +5,878.4% |
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 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