+842.0%
LMT vs UUUU
-92.0%
+934.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.2% |
| 7D | -1.3% | +1.8% | -3.2% | -1.4% |
| 30D | -12.5% | +1.8% | -14.3% | -12.6% |
| 3M | -0.5% | +1.3% | -1.7% | -0.7% |
| 6M | -20.0% | -26.8% | +6.7% | -19.5% |
| YTD | +10.4% | +0.1% | +10.3% | +9.3% |
| 1Y | +17.7% | +11.2% | +6.5% | +15.5% |
| 3Y | +34.3% | +97.7% | -63.4% | +26.9% |
| 5Y | +71.8% | +127.3% | -55.5% | +58.6% |
| 10Y | +187.0% | +532.6% | -345.6% | +143.6% |
| All | +842.0% | -92.0% | +934.0% | +687.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling