+12,181.1%
LMT vs WM
+28,547.2%
-16,366.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.1% | +0.5% | -1.2% |
| 7D | -11.0% | +1.2% | -12.2% | -11.2% |
| 30D | +13.6% | +13.1% | +0.5% | +11.1% |
| 3M | -2.1% | +3.6% | -5.7% | -2.8% |
| 6M | +11.7% | +8.1% | +3.6% | +10.0% |
| YTD | +19.4% | +8.9% | +10.5% | +17.3% |
| 1Y | +24.1% | +20.3% | +3.7% | +19.8% |
| 3Y | +36.2% | +46.2% | -10.0% | +26.6% |
| 5Y | +90.7% | +59.9% | +30.8% | +74.2% |
| 10Y | +212.5% | +345.6% | -133.1% | +144.9% |
| All | +12,181.1% | +28,547.2% | -16,366.2% | +7,806.9% |
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