Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • AG vs LH✓SelectedUSD · LHAG vs LH performance historyLatest closeAs of-1.96%09/04
Stock and ETF performance explorer

AG vs LH

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+445.6%
LH return
+477.8%
Excess return
-32.1%
Maximum drawdown
-90.2%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioLHExcessAlpha
1D-2.0%-1.4%-0.6%-1.5%
7D+1.0%-2.5%+3.5%+1.9%
30D+19.2%+4.3%+14.8%+17.7%
3M+6.2%+25.5%-19.4%-1.6%
6M-26.7%+17.0%-43.6%-30.5%
YTD+26.1%+31.3%-5.1%+15.5%
1Y+131.7%+20.0%+111.7%+118.2%
3Y+255.3%+63.9%+191.5%+198.3%
5Y+61.9%+30.9%+31.1%+44.0%
10Y+72.0%+191.4%-119.4%+12.2%
All+445.6%+477.8%-32.1%+147.2%

Cumulative growth

Daily Returns

Daily percentage return beside LH.

Daily Out/Under-Performance

Portfolio return minus LH return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × LH 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 all: compounded portfolio wealth divided by compounded LH 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…

all analysis · Full analysis span regression · 6 months rolling