+327.2%
SMH vs LMT
+72.2%
+255.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.5% |
| 7D | +0.3% | -0.2% | +0.5% | +0.3% |
| 30D | -2.8% | -13.1% | +10.3% | -2.8% |
| 3M | -6.7% | -3.9% | -2.8% | -6.6% |
| 6M | +41.8% | -18.3% | +60.0% | +43.0% |
| YTD | +57.9% | +10.3% | +47.5% | +57.5% |
| 1Y | +87.6% | +14.2% | +73.4% | +87.1% |
| 3Y | +282.9% | +35.0% | +248.0% | +274.4% |
| All | +327.2% | +72.2% | +255.0% | +289.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling