+53.7%
SLV vs LMT
+19.2%
+34.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.1% | -6.4% | -5.4% |
| 7D | -5.0% | -0.5% | -4.5% | -5.0% |
| 30D | -1.8% | -10.8% | +9.0% | -1.0% |
| 3M | -0.3% | +1.6% | -1.9% | -1.0% |
| 6M | -28.2% | -17.6% | -10.6% | -27.4% |
| YTD | -10.7% | +11.6% | -22.3% | -16.8% |
| 1Y | +53.7% | +17.2% | +36.5% | +46.7% |
| All | +53.7% | +19.2% | +34.5% | +46.7% |
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