+10,532.9%
TER vs LMT
+13,616.5%
-3,083.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.1% | +7.2% | +7.9% |
| 7D | +5.9% | +2.5% | +3.4% | +5.3% |
| 30D | -30.8% | +19.2% | -49.9% | -34.8% |
| 3M | -29.9% | +2.7% | -32.6% | -31.0% |
| 6M | -27.5% | +20.6% | -48.1% | -33.0% |
| YTD | +37.5% | +28.4% | +9.1% | +23.5% |
| 1Y | +50.3% | +36.9% | +13.3% | +32.0% |
| 3Y | +204.9% | +48.5% | +156.3% | +153.8% |
| 5Y | +89.2% | +107.6% | -18.5% | +37.1% |
| 10Y | +1,077.0% | +206.5% | +870.5% | +634.1% |
| All | +10,532.9% | +13,616.5% | -3,083.7% | +2,606.0% |
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 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