+327.1%
NET vs LMT
+27.0%
+300.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.5% | -2.0% |
| 7D | -7.0% | -6.3% | -0.7% | -7.0% |
| 30D | -4.8% | -8.5% | +3.7% | -4.8% |
| 3M | +3.8% | +1.8% | +2.0% | +4.2% |
| 6M | +50.0% | -19.9% | +70.0% | +49.7% |
| YTD | +41.5% | +10.6% | +30.9% | +44.4% |
| 1Y | +32.8% | +17.9% | +14.9% | +36.2% |
| All | +327.1% | +27.0% | +300.1% | +351.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling