+1,426.0%
LMT vs TRI
+507.2%
+918.8%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.9% | -0.3% | -1.7% |
| 7D | -1.3% | -8.4% | +7.1% | +0.9% |
| 30D | -12.5% | -6.5% | -6.0% | -11.2% |
| 3M | -0.5% | +18.6% | -19.0% | -6.6% |
| 6M | -20.0% | -10.4% | -9.6% | -19.2% |
| YTD | +10.4% | -23.7% | +34.1% | +15.7% |
| 1Y | +17.7% | -42.5% | +60.2% | +34.6% |
| 3Y | +34.3% | -19.3% | +53.6% | +34.9% |
| 5Y | +71.8% | -9.7% | +81.5% | +64.0% |
| 10Y | +187.0% | +194.4% | -7.5% | +84.2% |
| All | +1,426.0% | +507.2% | +918.8% | +638.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling