+214.8%
TER vs LMT
+19.2%
+195.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.1% | -4.6% | -3.4% |
| 7D | +9.4% | -0.5% | +9.9% | +9.3% |
| 30D | -2.4% | -10.8% | +8.3% | -3.5% |
| 3M | +6.5% | +1.6% | +4.9% | +7.0% |
| 6M | +23.2% | -17.6% | +40.7% | +27.7% |
| YTD | +91.5% | +11.6% | +79.9% | +81.5% |
| 1Y | +214.8% | +17.2% | +197.6% | +162.0% |
| All | +214.8% | +19.2% | +195.6% | +162.0% |
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