+25.9%
LMT vs WY
+0.3%
+25.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +5.6% | -12.5% | -7.5% |
| 7D | -5.5% | +13.3% | -18.9% | -7.2% |
| 30D | +17.5% | +17.6% | -0.2% | +14.9% |
| 3M | +1.6% | -15.0% | +16.6% | +3.2% |
| 6M | +16.3% | -5.9% | +22.2% | +15.9% |
| YTD | +25.3% | -5.7% | +31.0% | +21.9% |
| 1Y | +25.9% | -0.2% | +26.1% | +20.9% |
| All | +25.9% | +0.3% | +25.5% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling