+11,275.8%
LMT vs WM
+26,336.4%
-15,060.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.2% |
| 7D | -6.3% | -0.3% | -6.0% | -6.2% |
| 30D | -8.5% | -2.4% | -6.1% | -8.1% |
| 3M | +1.8% | +0.4% | +1.4% | +1.7% |
| 6M | -19.9% | -9.5% | -10.5% | -18.6% |
| YTD | +10.6% | +0.5% | +10.1% | +10.3% |
| 1Y | +17.9% | -1.1% | +19.0% | +17.9% |
| 3Y | +27.0% | +46.0% | -19.1% | +18.1% |
| 5Y | +68.7% | +51.8% | +16.9% | +55.6% |
| 10Y | +181.1% | +307.5% | -126.4% | +123.8% |
| All | +11,275.8% | +26,336.4% | -15,060.6% | +7,332.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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