+96.2%
SMH vs LMT
+19.5%
+76.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.4% | +4.0% | +2.5% |
| 7D | +2.5% | -6.3% | +8.8% | +2.0% |
| 30D | -0.5% | -8.5% | +8.0% | -1.1% |
| 3M | -9.6% | +1.8% | -11.5% | -9.3% |
| 6M | +42.1% | -19.9% | +62.0% | +47.5% |
| YTD | +57.4% | +10.6% | +46.9% | +55.4% |
| 1Y | +96.2% | +17.9% | +78.3% | +95.3% |
| All | +96.2% | +19.5% | +76.7% | +95.3% |
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