+125.7%
ASX vs LTH
+83.5%
+42.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | -0.5% | +9.1% | +8.6% |
| 7D | -12.3% | +7.0% | -19.3% | -12.6% |
| 30D | -26.0% | +15.4% | -41.4% | -26.5% |
| 3M | -8.1% | +7.0% | -15.1% | -8.0% |
| 6M | +1.4% | +46.9% | -45.5% | -5.5% |
| YTD | +115.6% | +76.4% | +39.2% | +93.6% |
| All | +125.7% | +83.5% | +42.2% | +103.7% |
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