+25.9%
LMT vs TRI
-22.4%
+48.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +6.4% | -13.3% | -7.2% |
| 7D | -5.5% | +1.0% | -6.5% | -5.5% |
| 30D | +17.5% | +20.8% | -3.3% | +16.5% |
| 3M | +1.6% | +8.1% | -6.5% | +1.2% |
| 6M | +16.3% | +24.2% | -7.9% | +14.5% |
| YTD | +25.3% | -7.8% | +33.0% | +29.1% |
| 1Y | +25.9% | -16.7% | +42.5% | +33.6% |
| All | +25.9% | -22.4% | +48.3% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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