-19.9%
NOW vs LMT
+45.1%
-65.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.5% |
| 7D | +0.3% | +5.1% | -4.8% | +0.5% |
| 30D | -27.0% | +14.1% | -41.1% | -26.6% |
| 3M | -19.6% | +0.3% | -19.9% | -19.9% |
| 6M | +17.5% | +16.1% | +1.4% | +18.3% |
| YTD | -33.3% | +25.5% | -58.7% | -32.1% |
| 1Y | -39.8% | +34.1% | -74.0% | -38.8% |
| 3Y | -19.9% | +45.1% | -65.0% | -11.4% |
| All | -19.9% | +45.1% | -65.0% | -11.4% |
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