+99.9%
LMT vs WU
-43.8%
+143.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.4% |
| 7D | +5.1% | -2.0% | +7.1% | +5.1% |
| 30D | +14.1% | +11.4% | +2.7% | +13.8% |
| 3M | +0.3% | -6.8% | +7.1% | +0.4% |
| 6M | +16.1% | -14.6% | +30.7% | +16.5% |
| YTD | +25.5% | -20.6% | +46.1% | +26.1% |
| 1Y | +34.1% | -15.4% | +49.5% | +34.4% |
| 3Y | +45.1% | -23.6% | +68.7% | +46.3% |
| All | +99.9% | -43.8% | +143.7% | +101.8% |
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