-21.8%
PATH vs LMT
+35.1%
-56.9%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | -0.2% |
| 7D | -5.3% | -11.0% | +5.7% | -6.2% |
| 30D | -0.5% | +13.6% | -14.1% | +0.5% |
| 3M | -7.1% | -2.1% | -5.0% | -7.4% |
| 6M | +23.8% | +11.7% | +12.1% | +25.2% |
| YTD | -20.7% | +19.4% | -40.1% | -19.0% |
| 1Y | -8.1% | +24.1% | -32.1% | -6.1% |
| 3Y | -21.8% | +36.2% | -58.0% | -10.9% |
| All | -21.8% | +35.1% | -56.9% | -10.9% |
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