+154.1%
AAPL vs LTH
+174.8%
-20.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.0% | +0.7% |
| 7D | +3.2% | -4.6% | +7.8% | +4.2% |
| 30D | +4.1% | +14.8% | -10.8% | +1.0% |
| 3M | +17.5% | +3.9% | +13.6% | +16.3% |
| 6M | +20.6% | +35.5% | -14.9% | +12.4% |
| YTD | +31.0% | +71.3% | -40.3% | +15.2% |
| 1Y | +30.2% | +75.7% | -45.5% | +13.8% |
| 3Y | +92.9% | +231.9% | -139.1% | +43.3% |
| 5Y | +142.4% | +130.5% | +11.9% | +73.7% |
| All | +154.1% | +174.8% | -20.7% | +81.4% |
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