+25.9%
LMT vs URI
+33.3%
-7.4%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.4% | -2.5% | -6.8% |
| 7D | -5.5% | -4.3% | -1.2% | -5.4% |
| 30D | +17.5% | +4.6% | +12.8% | +17.5% |
| 3M | +1.6% | -2.1% | +3.7% | +1.5% |
| 6M | +16.3% | +21.9% | -5.6% | +17.9% |
| YTD | +25.3% | +39.7% | -14.4% | +28.6% |
| 1Y | +25.9% | +32.9% | -7.0% | +28.2% |
| All | +25.9% | +33.3% | -7.4% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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