-0.7%
BBY vs LTH
+137.1%
-137.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | 0.0% |
| 7D | +4.5% | -1.3% | +5.7% | +4.8% |
| 30D | +16.8% | +15.7% | +1.1% | +12.3% |
| 3M | +23.2% | +5.0% | +18.2% | +21.4% |
| 6M | +91.9% | +37.7% | +54.3% | +75.7% |
| YTD | +61.6% | +75.0% | -13.4% | +37.6% |
| 1Y | +43.9% | +82.6% | -38.8% | +21.1% |
| 3Y | +88.6% | +241.3% | -152.7% | +31.2% |
| All | -0.7% | +137.1% | -137.8% | -35.6% |
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