+14,784.7%
TER vs LHX
+8,088.8%
+6,695.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.5% | +4.4% |
| 7D | +11.0% | -2.5% | +13.5% | +12.4% |
| 30D | -1.9% | -10.4% | +8.5% | +3.9% |
| 3M | -0.7% | -14.9% | +14.3% | +6.0% |
| 6M | +36.4% | -29.6% | +66.0% | +61.4% |
| YTD | +92.4% | -11.8% | +104.3% | +99.8% |
| 1Y | +213.5% | -5.1% | +218.6% | +211.3% |
| 3Y | +277.2% | +61.3% | +215.9% | +168.3% |
| 5Y | +219.1% | +22.4% | +196.7% | +156.3% |
| 10Y | +1,744.2% | +232.2% | +1,512.0% | +665.1% |
| All | +14,784.7% | +8,088.8% | +6,695.9% | +945.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LHX.
Daily Out/Under-Performance
Portfolio return minus LHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LHX 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 LHX 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