+10.3%
SLV vs LMT
+26.0%
-15.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -6.9% | +12.1% | +4.5% |
| 7D | -3.9% | -5.5% | +1.6% | -4.3% |
| 30D | -14.5% | +17.5% | -31.9% | -14.1% |
| 3M | -12.4% | +1.6% | -14.0% | -11.9% |
| 6M | -28.5% | +16.3% | -44.8% | -28.7% |
| YTD | -26.8% | +25.3% | -52.0% | -28.0% |
| 1Y | +10.3% | +25.9% | -15.5% | +8.7% |
| All | +10.3% | +26.0% | -15.7% | +8.7% |
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