+7,830.4%
MDT vs LMT
+11,955.0%
-4,124.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.1% | -4.0% | -2.4% |
| 7D | +0.4% | -1.5% | +1.9% | +0.7% |
| 30D | +6.0% | -8.2% | +14.2% | +8.3% |
| 3M | +15.5% | +3.7% | +11.8% | +14.0% |
| 6M | +3.4% | -19.2% | +22.6% | +8.7% |
| YTD | -2.2% | +12.9% | -15.0% | -6.0% |
| 1Y | +2.6% | +19.8% | -17.2% | -3.1% |
| 3Y | +27.5% | +37.3% | -9.8% | +14.6% |
| 5Y | -20.1% | +74.4% | -94.4% | -33.6% |
| 10Y | +39.1% | +188.9% | -149.8% | +1.1% |
| All | +7,830.4% | +11,955.0% | -4,124.5% | +2,550.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LMT.
Daily Out/Under-Performance
Portfolio return minus LMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LMT 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 LMT 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