+14,183.4%
TER vs LMT
+11,710.6%
+2,472.9%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +6.0% |
| 7D | +0.6% | -6.3% | +6.9% | +2.7% |
| 30D | -8.3% | -8.5% | +0.2% | -5.8% |
| 3M | -12.2% | +1.8% | -14.0% | -13.8% |
| 6M | +17.1% | -19.9% | +37.0% | +24.0% |
| YTD | +84.7% | +10.6% | +74.1% | +75.1% |
| 1Y | +199.9% | +17.9% | +182.0% | +177.8% |
| 3Y | +232.8% | +27.0% | +205.8% | +192.1% |
| 5Y | +198.6% | +68.7% | +129.9% | +132.5% |
| 10Y | +1,669.7% | +181.1% | +1,488.7% | +1,038.4% |
| All | +14,183.4% | +11,710.6% | +2,472.9% | +3,737.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling