+75.2%
LMT vs WPM
+252.7%
-177.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +1.3% |
| 7D | -0.5% | -3.6% | +3.1% | -0.3% |
| 30D | -10.8% | +12.5% | -23.2% | -11.6% |
| 3M | +1.6% | +40.6% | -39.0% | -1.2% |
| 6M | -17.6% | +0.5% | -18.1% | -17.9% |
| YTD | +11.6% | +29.0% | -17.4% | +8.2% |
| 1Y | +17.2% | +43.8% | -26.6% | +12.3% |
| 3Y | +35.7% | +266.3% | -230.6% | +15.4% |
| 5Y | +75.2% | +255.1% | -179.9% | +49.1% |
| All | +75.2% | +252.7% | -177.5% | +49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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