-24.1%
NU vs LMT
+26.0%
-50.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -6.9% | +10.2% | +3.1% |
| 7D | +0.2% | -5.5% | +5.7% | 0.0% |
| 30D | -21.0% | +17.5% | -38.5% | -22.5% |
| 3M | -16.3% | +1.6% | -17.9% | -16.2% |
| 6M | -15.3% | +16.3% | -31.6% | -17.1% |
| YTD | -28.4% | +25.3% | -53.6% | -29.4% |
| 1Y | -24.1% | +25.9% | -50.0% | -24.4% |
| All | -24.1% | +26.0% | -50.1% | -24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling