+75.2%
LMT vs WU
-51.6%
+126.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.1% |
| 7D | -0.5% | -5.0% | +4.4% | -0.4% |
| 30D | -10.8% | -2.3% | -8.5% | -10.7% |
| 3M | +1.6% | -3.2% | +4.8% | +1.4% |
| 6M | -17.6% | -25.0% | +7.5% | -16.7% |
| YTD | +11.6% | -21.7% | +33.2% | +12.4% |
| 1Y | +17.2% | -9.0% | +26.2% | +17.0% |
| 3Y | +35.7% | -28.9% | +64.6% | +37.4% |
| 5Y | +75.2% | -51.0% | +126.2% | +81.8% |
| All | +75.2% | -51.6% | +126.8% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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