+790.9%
NOW vs LMT
+184.4%
+606.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.7% |
| 7D | -4.1% | -1.3% | -2.8% | -3.8% |
| 30D | +2.9% | -12.5% | +15.4% | +6.5% |
| 3M | +22.6% | -0.5% | +23.0% | +22.0% |
| 6M | +7.5% | -20.0% | +27.6% | +14.0% |
| YTD | -14.4% | +10.4% | -24.8% | -18.3% |
| 1Y | -29.8% | +17.7% | -47.5% | -34.5% |
| 3Y | +9.2% | +34.3% | -25.0% | -6.0% |
| 5Y | +0.8% | +71.8% | -71.0% | -24.8% |
| 10Y | +790.9% | +187.0% | +604.0% | +492.7% |
| All | +790.9% | +184.4% | +606.6% | +492.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling