+150.5%
ASX vs LTH
+76.0%
+74.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.2% | +0.1% | -3.9% |
| 7D | +22.1% | -4.6% | +26.7% | +22.3% |
| 30D | -23.8% | +14.8% | -38.6% | -24.4% |
| 3M | -7.6% | +3.9% | -11.5% | -7.4% |
| 6M | +6.9% | +35.5% | -28.6% | +0.3% |
| YTD | +127.7% | +71.3% | +56.3% | +104.2% |
| All | +150.5% | +76.0% | +74.6% | +125.0% |
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