-6.4%
NU vs LMT
+15.9%
-22.3%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.1% | -1.5% | -2.5% |
| 7D | -4.9% | -0.2% | -4.7% | -4.8% |
| 30D | +7.8% | -13.1% | +20.9% | +10.4% |
| 3M | +20.9% | -3.9% | +24.8% | +22.1% |
| 6M | +0.9% | -18.3% | +19.2% | +4.9% |
| YTD | -12.7% | +10.3% | -23.0% | -14.9% |
| 1Y | -6.4% | +14.2% | -20.6% | -10.2% |
| All | -6.4% | +15.9% | -22.3% | -10.2% |
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