+182.6%
SLV vs LMT
+36.2%
+146.4%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.8% | -0.9% |
| 7D | +2.5% | -1.5% | +4.0% | +2.6% |
| 30D | +3.3% | -8.2% | +11.5% | +3.7% |
| 3M | -3.6% | +3.7% | -7.3% | -4.1% |
| 6M | -21.8% | -19.2% | -2.7% | -21.1% |
| YTD | -7.8% | +12.9% | -20.7% | -9.7% |
| 1Y | +58.3% | +19.8% | +38.5% | +55.0% |
| 3Y | +182.6% | +37.3% | +145.3% | +164.6% |
| All | +182.6% | +36.2% | +146.4% | +164.6% |
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