+236.5%
SLV vs LMT
+1,341.3%
-1,104.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.5% | -6.0% | -3.8% |
| 7D | +3.7% | -5.6% | +9.3% | +4.3% |
| 30D | -15.2% | +18.4% | -33.5% | -17.4% |
| 3M | -21.8% | +0.6% | -22.4% | -22.1% |
| 6M | -36.3% | +20.6% | -56.9% | -38.4% |
| YTD | -27.8% | +27.0% | -54.8% | -31.0% |
| 1Y | +1.5% | +36.9% | -35.3% | -4.1% |
| 3Y | +128.5% | +46.9% | +81.7% | +111.6% |
| 5Y | +103.2% | +104.2% | -1.0% | +77.8% |
| 10Y | +164.7% | +205.2% | -40.5% | +113.9% |
| All | +236.5% | +1,341.3% | -1,104.8% | +63.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling