+2,423.9%
MUU vs LMT
-7.8%
+2,431.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.1% | -10.4% | -9.4% |
| 7D | +3.6% | -0.5% | +4.1% | +3.6% |
| 30D | +22.3% | -10.8% | +33.1% | +23.8% |
| 3M | -8.2% | +1.6% | -9.8% | -9.5% |
| 6M | +256.3% | -17.6% | +273.9% | +287.9% |
| YTD | +534.4% | +11.6% | +522.8% | +497.8% |
| 1Y | +2,163.5% | +17.2% | +2,146.3% | +1,994.4% |
| All | +2,423.9% | -7.8% | +2,431.6% | +2,597.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling