+205.2%
LMT vs URI
+1,189.1%
-983.8%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +2.9% |
| 7D | -5.6% | -6.0% | +0.4% | -4.7% |
| 30D | +18.4% | +4.6% | +13.8% | +17.5% |
| 3M | +0.6% | -2.7% | +3.3% | +0.9% |
| 6M | +20.6% | +18.4% | +2.2% | +17.2% |
| YTD | +27.0% | +37.4% | -10.4% | +19.1% |
| 1Y | +36.9% | +30.4% | +6.5% | +29.4% |
| 3Y | +46.9% | +147.9% | -101.1% | +20.2% |
| 5Y | +104.2% | +202.1% | -97.9% | +55.8% |
| 10Y | +205.2% | +1,182.4% | -977.2% | +60.4% |
| All | +205.2% | +1,189.1% | -983.8% | +60.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling