-26.4%
NOW vs LMT
+89.7%
-116.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.6% | +1.2% | -0.3% |
| 7D | -3.0% | -11.0% | +8.0% | -2.8% |
| 30D | -26.0% | +13.6% | -39.6% | -26.5% |
| 3M | -13.1% | -2.1% | -11.0% | -13.3% |
| 6M | +14.5% | +11.7% | +2.8% | +13.8% |
| YTD | -33.4% | +19.4% | -52.8% | -34.2% |
| 1Y | -40.6% | +24.1% | -64.7% | -41.5% |
| 3Y | -16.3% | +36.2% | -52.5% | -19.1% |
| All | -26.4% | +89.7% | -116.1% | -33.8% |
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