+43.2%
TER vs LMT
+26.0%
+17.2%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -6.9% | +0.1% | -8.6% |
| 7D | -19.9% | -5.5% | -14.4% | -21.0% |
| 30D | -43.5% | +17.5% | -61.0% | -40.6% |
| 3M | -37.8% | +1.6% | -39.4% | -35.8% |
| 6M | -25.6% | +16.3% | -41.9% | -21.9% |
| YTD | +29.8% | +25.3% | +4.6% | +30.6% |
| 1Y | +43.2% | +25.9% | +17.3% | +43.4% |
| All | +43.2% | +26.0% | +17.2% | +43.4% |
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