+59.8%
DAL vs LTH
+90.2%
-30.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +2.3% | +0.3% | +2.1% | +2.2% |
| 30D | +14.3% | +17.7% | -3.4% | +7.6% |
| 3M | +1.3% | +8.5% | -7.2% | -1.8% |
| 6M | +29.3% | +46.9% | -17.7% | +10.6% |
| YTD | +33.0% | +78.8% | -45.8% | +3.6% |
| 1Y | +59.8% | +84.9% | -25.1% | +21.8% |
| All | +59.8% | +90.2% | -30.3% | +21.8% |
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