+27.0%
AAPL vs LTH
+89.8%
-62.8%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -0.8% |
| 7D | +5.0% | +6.4% | -1.4% | +4.1% |
| 30D | +3.5% | +16.7% | -13.2% | +1.4% |
| 3M | +13.1% | +11.7% | +1.4% | +11.3% |
| 6M | +19.0% | +48.5% | -29.5% | +11.6% |
| YTD | +28.5% | +78.4% | -49.9% | +17.0% |
| All | +27.0% | +89.8% | -62.8% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling