+143.3%
DELL vs LTH
+84.0%
+59.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.3% | -15.2% | -8.8% |
| 7D | -24.6% | +9.9% | -34.4% | -24.6% |
| 30D | -32.5% | +18.3% | -50.8% | -32.6% |
| 3M | -20.2% | +5.9% | -26.1% | -20.3% |
| 6M | +76.5% | +80.3% | -3.9% | +64.8% |
| YTD | +198.9% | +78.3% | +120.6% | +179.2% |
| 1Y | +143.3% | +81.0% | +62.3% | +124.4% |
| All | +143.3% | +84.0% | +59.3% | +124.4% |
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