+312.3%
DELL vs LTH
+45.0%
+267.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.7% | -5.3% |
| 7D | -1.9% | -3.7% | +1.8% | -1.9% |
| 30D | +14.9% | -5.3% | +20.2% | +14.7% |
| 3M | +37.2% | +24.2% | +13.0% | +35.3% |
| 6M | +254.0% | +54.8% | +199.1% | +236.8% |
| YTD | +306.1% | +56.1% | +250.1% | +289.8% |
| 1Y | +312.3% | +45.5% | +266.7% | +299.1% |
| All | +312.3% | +45.0% | +267.3% | +299.1% |
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