+694.6%
DELL vs LTH
+159.1%
+535.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.8% | +3.6% | +2.2% |
| 7D | +25.6% | +1.5% | +24.1% | +25.4% |
| 30D | +17.7% | -3.1% | +20.7% | +18.3% |
| 3M | +33.4% | +28.1% | +5.3% | +26.4% |
| 6M | +266.2% | +67.4% | +198.8% | +224.4% |
| YTD | +328.0% | +59.8% | +268.2% | +282.5% |
| 1Y | +339.6% | +45.6% | +294.0% | +300.6% |
| 3Y | +694.6% | +162.0% | +532.6% | +628.5% |
| All | +694.6% | +159.1% | +535.5% | +628.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling