+75.0%
LMT vs UUUU
+88.5%
-13.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.3% | +7.4% | +1.3% |
| 7D | -0.5% | -5.0% | +4.5% | -0.4% |
| 30D | -10.8% | -7.8% | -3.0% | -10.6% |
| 3M | +1.6% | -0.4% | +2.0% | +1.4% |
| 6M | -17.6% | -32.9% | +15.3% | -16.7% |
| YTD | +11.6% | -6.3% | +17.8% | +10.7% |
| 1Y | +17.2% | +7.9% | +9.3% | +15.1% |
| 3Y | +35.7% | +85.2% | -49.5% | +28.3% |
| All | +75.0% | +88.5% | -13.5% | +63.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling