+126.3%
AAPL vs LTH
+156.3%
-30.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.8% |
| 7D | -2.7% | +1.5% | -4.3% | -3.1% |
| 30D | +1.0% | -3.1% | +4.1% | +1.6% |
| 3M | +5.0% | +28.1% | -23.2% | -0.8% |
| 6M | +23.0% | +67.4% | -44.4% | +9.1% |
| YTD | +16.6% | +59.8% | -43.1% | +4.3% |
| 1Y | +33.4% | +45.6% | -12.2% | +21.4% |
| 3Y | +79.9% | +162.0% | -82.1% | +40.3% |
| All | +126.3% | +156.3% | -30.0% | +64.2% |
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