+85.9%
AMZN vs LTH
+159.1%
-73.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.8% | +1.2% | -0.2% |
| 7D | +0.8% | +1.5% | -0.7% | +0.5% |
| 30D | -6.4% | -3.1% | -3.3% | -5.9% |
| 3M | +4.8% | +28.1% | -23.3% | -1.0% |
| 6M | +20.5% | +67.4% | -46.9% | +6.6% |
| YTD | +11.3% | +59.8% | -48.5% | -0.7% |
| 1Y | +9.0% | +45.6% | -36.6% | -0.9% |
| 3Y | +85.9% | +162.0% | -76.1% | +58.1% |
| All | +85.9% | +159.1% | -73.2% | +58.1% |
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