+654.1%
DELL vs LTH
+174.8%
+479.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.5% | +0.1% |
| 7D | +17.1% | -4.6% | +21.7% | +18.1% |
| 30D | -35.1% | +14.8% | -49.9% | -37.0% |
| 3M | -23.3% | +3.9% | -27.2% | -24.1% |
| 6M | +55.8% | +35.5% | +20.3% | +45.0% |
| YTD | +198.0% | +71.3% | +126.6% | +162.1% |
| 1Y | +166.6% | +75.7% | +90.9% | +133.1% |
| 3Y | +427.6% | +231.9% | +195.7% | +310.1% |
| 5Y | +630.6% | +130.5% | +500.2% | +451.5% |
| All | +654.1% | +174.8% | +479.3% | +467.2% |
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