+42.1%
U vs LMT
+33.5%
+8.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -1.3% | +6.6% | +4.8% |
| 7D | +2.6% | +5.1% | -2.5% | +4.3% |
| 30D | +27.6% | +14.1% | +13.4% | +32.5% |
| 3M | +15.3% | +0.3% | +15.0% | +17.0% |
| 6M | +96.4% | +16.1% | +80.3% | +107.1% |
| YTD | +19.6% | +25.5% | -5.9% | +23.2% |
| 1Y | +42.1% | +34.1% | +8.0% | +51.2% |
| All | +42.1% | +33.5% | +8.6% | +51.2% |
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