+56.6%
AMZN vs LTH
+160.9%
-104.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -3.0% | -0.6% | -2.3% | -2.8% |
| 30D | -5.2% | -4.6% | -0.6% | -4.1% |
| 3M | +1.9% | +32.8% | -31.0% | -6.2% |
| 6M | +19.2% | +64.6% | -45.4% | +2.5% |
| YTD | +12.0% | +62.6% | -50.6% | -3.6% |
| 1Y | +9.7% | +49.9% | -40.3% | -3.7% |
| 3Y | +87.2% | +151.3% | -64.2% | +37.5% |
| All | +56.6% | +160.9% | -104.3% | +2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling