+226.7%
SLV vs LMT
+1,343.6%
-1,117.0%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.3% | -3.2% |
| 7D | -3.9% | +4.8% | -8.7% | -4.5% |
| 30D | -15.6% | +19.9% | -35.5% | -18.0% |
| 3M | -23.6% | +0.2% | -23.8% | -23.9% |
| 6M | -42.6% | +17.4% | -60.0% | -44.2% |
| YTD | -30.0% | +27.2% | -57.1% | -33.0% |
| 1Y | -6.6% | +35.6% | -42.2% | -11.6% |
| 3Y | +121.8% | +47.1% | +74.7% | +105.4% |
| 5Y | +92.7% | +103.7% | -11.0% | +68.7% |
| 10Y | +174.0% | +203.5% | -29.5% | +121.6% |
| All | +226.7% | +1,343.6% | -1,117.0% | +59.0% |
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