+199.8%
TER vs LMT
+19.5%
+180.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.4% | +6.9% | +5.3% |
| 7D | +0.6% | -6.3% | +6.8% | 0.0% |
| 30D | -8.3% | -8.5% | +0.2% | -9.0% |
| 3M | -12.2% | +1.8% | -14.1% | -12.1% |
| 6M | +17.0% | -19.9% | +37.0% | +22.0% |
| YTD | +84.6% | +10.6% | +74.0% | +73.6% |
| 1Y | +199.8% | +17.9% | +181.9% | +148.5% |
| All | +199.8% | +19.5% | +180.3% | +148.5% |
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