+146.5%
ASX vs LTH
+84.0%
+62.5%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +6.3% | -10.3% | -4.1% |
| 7D | -14.6% | +9.9% | -24.4% | -14.9% |
| 30D | -21.1% | +18.3% | -39.4% | -21.6% |
| 3M | -3.1% | +5.9% | -9.0% | -2.8% |
| 6M | +17.4% | +80.3% | -63.0% | +7.1% |
| YTD | +135.3% | +78.3% | +57.0% | +113.4% |
| 1Y | +146.5% | +81.0% | +65.5% | +123.4% |
| All | +146.5% | +84.0% | +62.5% | +123.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling