+986.0%
DELL vs LTH
+152.0%
+834.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.6% |
| 7D | +8.7% | -4.0% | +12.7% | +9.6% |
| 30D | +16.9% | -1.7% | +18.6% | +17.3% |
| 3M | +40.4% | +28.0% | +12.4% | +32.9% |
| 6M | +267.1% | +54.1% | +213.0% | +231.6% |
| YTD | +329.1% | +57.1% | +272.0% | +285.0% |
| 1Y | +346.9% | +45.8% | +301.1% | +306.5% |
| 3Y | +696.6% | +157.6% | +539.1% | +550.0% |
| All | +986.0% | +152.0% | +834.0% | +733.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling