+713.7%
AVGO vs LTH
+156.3%
+557.4%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.8% | +4.7% | +3.4% |
| 7D | -0.3% | +1.5% | -1.8% | -0.7% |
| 30D | -13.8% | -3.1% | -10.8% | -13.3% |
| 3M | -6.9% | +28.1% | -35.0% | -12.6% |
| 6M | +11.9% | +67.4% | -55.5% | -2.2% |
| YTD | +6.9% | +59.8% | -52.9% | -5.9% |
| 1Y | +7.4% | +45.6% | -38.2% | -3.6% |
| 3Y | +345.6% | +162.0% | +183.6% | +244.2% |
| All | +713.7% | +156.3% | +557.4% | +488.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling