+138.1%
AAPL vs LTH
+142.3%
-4.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.5% |
| 7D | +3.7% | +7.0% | -3.3% | +2.2% |
| 30D | +4.2% | +15.4% | -11.3% | +1.0% |
| 3M | +12.0% | +7.0% | +5.0% | +10.1% |
| 6M | +19.8% | +46.9% | -27.1% | +9.6% |
| YTD | +29.3% | +76.4% | -47.1% | +12.8% |
| 1Y | +31.1% | +83.7% | -52.6% | +13.2% |
| 3Y | +94.9% | +248.9% | -154.0% | +42.4% |
| 5Y | +138.1% | +141.8% | -3.8% | +70.2% |
| All | +138.1% | +142.3% | -4.3% | +70.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling