+36.9%
LMT vs URI
+30.2%
+6.7%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.1% | +4.6% | +2.6% |
| 7D | -5.6% | -6.0% | +0.4% | -5.5% |
| 30D | +18.4% | +4.6% | +13.8% | +18.5% |
| 3M | +0.6% | -2.7% | +3.3% | +0.6% |
| 6M | +20.6% | +18.4% | +2.2% | +22.1% |
| YTD | +27.0% | +37.4% | -10.4% | +30.7% |
| 1Y | +36.9% | +30.4% | +6.5% | +39.3% |
| All | +36.9% | +30.2% | +6.7% | +39.3% |
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