+89.9%
AMZN vs LTH
+240.3%
-150.4%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.0% |
| 7D | +8.7% | +7.0% | +1.7% | +7.3% |
| 30D | +1.7% | +15.4% | -13.7% | -1.2% |
| 3M | -2.8% | +7.0% | -9.8% | -4.3% |
| 6M | -2.1% | +46.9% | -49.0% | -10.0% |
| YTD | +15.6% | +76.4% | -60.8% | +1.4% |
| 1Y | +9.2% | +83.7% | -74.5% | -5.2% |
| 3Y | +89.9% | +248.9% | -159.0% | +55.8% |
| All | +89.9% | +240.3% | -150.4% | +55.8% |
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