+149.4%
AAPL vs LTH
+186.2%
-36.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.9% |
| 7D | +5.0% | +6.4% | -1.4% | +3.7% |
| 30D | +3.5% | +16.7% | -13.2% | +0.1% |
| 3M | +13.1% | +11.7% | +1.4% | +10.2% |
| 6M | +19.0% | +48.5% | -29.5% | +8.8% |
| YTD | +28.5% | +78.4% | -49.9% | +12.1% |
| 1Y | +29.7% | +89.7% | -60.0% | +11.5% |
| 3Y | +89.2% | +245.6% | -156.4% | +39.5% |
| 5Y | +141.2% | +142.7% | -1.5% | +71.2% |
| All | +149.4% | +186.2% | -36.8% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 10y: compounded portfolio wealth divided by compounded LTH 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…
10y analysis · Full analysis span regression · 6 months rolling