-77.4%
PATH vs LMT
+97.0%
-174.4%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.7% | -3.9% | -0.1% |
| 7D | -2.7% | -8.5% | +5.8% | -2.7% |
| 30D | -3.7% | +15.4% | -19.1% | -3.7% |
| 3M | -13.8% | +0.7% | -14.4% | -13.9% |
| 6M | +20.3% | +17.6% | +2.7% | +20.2% |
| YTD | -20.8% | +23.8% | -44.6% | -21.0% |
| 1Y | -9.2% | +31.6% | -40.9% | -9.8% |
| 3Y | -21.8% | +44.0% | -65.8% | -23.0% |
| 5Y | -77.4% | +98.8% | -176.2% | -79.2% |
| All | -77.4% | +97.0% | -174.4% | -79.2% |
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 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