-54.1%
ADBE vs LTH
+159.1%
-213.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -3.2% |
| 7D | -10.1% | +1.5% | -11.6% | -10.3% |
| 30D | -3.0% | -3.1% | +0.1% | -2.6% |
| 3M | +5.0% | +28.1% | -23.1% | +0.9% |
| 6M | -9.3% | +67.4% | -76.7% | -17.8% |
| YTD | -26.5% | +59.8% | -86.3% | -32.8% |
| 1Y | -28.3% | +45.6% | -73.9% | -33.4% |
| 3Y | -54.1% | +162.0% | -216.1% | -60.9% |
| All | -54.1% | +159.1% | -213.2% | -60.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling