+62.0%
AMZN vs LTH
+174.8%
-112.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.6% | +1.6% |
| 7D | +2.8% | -4.6% | +7.4% | +4.0% |
| 30D | +3.4% | +14.8% | -11.4% | -0.6% |
| 3M | +0.1% | +3.9% | -3.9% | -1.4% |
| 6M | +0.6% | +35.5% | -34.9% | -8.1% |
| YTD | +15.9% | +71.3% | -55.5% | -2.0% |
| 1Y | +9.5% | +75.7% | -66.2% | -8.1% |
| 3Y | +86.3% | +231.9% | -145.6% | +26.1% |
| 5Y | +51.7% | +130.5% | -78.7% | -0.6% |
| All | +62.0% | +174.8% | -112.9% | +4.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling