-52.9%
NVO vs LMT
+34.5%
-87.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | -7.6% | -0.2% | -7.4% | -7.6% |
| 30D | -6.0% | -13.1% | +7.1% | -3.7% |
| 3M | -0.8% | -3.9% | +3.1% | -0.4% |
| 6M | +16.5% | -18.3% | +34.7% | +20.7% |
| YTD | -11.1% | +10.3% | -21.5% | -13.2% |
| 1Y | -16.7% | +14.2% | -31.0% | -19.1% |
| 3Y | -52.9% | +35.0% | -87.9% | -54.6% |
| All | -52.9% | +34.5% | -87.4% | -54.6% |
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