+185.8%
LMT vs UUUU
+465.5%
-279.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.9% |
| 7D | -0.2% | -10.5% | +10.3% | +0.4% |
| 30D | -13.1% | -10.5% | -2.6% | -12.7% |
| 3M | -3.9% | -14.1% | +10.3% | -3.4% |
| 6M | -18.3% | -35.5% | +17.2% | -17.0% |
| YTD | +10.3% | -10.9% | +21.3% | +9.4% |
| 1Y | +14.2% | +3.4% | +10.9% | +11.3% |
| 3Y | +35.0% | +73.1% | -38.1% | +24.6% |
| 5Y | +73.2% | +87.1% | -13.9% | +54.0% |
| All | +185.8% | +465.5% | -279.7% | +109.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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