+551.0%
DELL vs LTH
+145.7%
+405.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.6% | -3.7% |
| 7D | -18.1% | +6.4% | -24.5% | -19.3% |
| 30D | -42.9% | +16.7% | -59.6% | -44.7% |
| 3M | -26.9% | +11.7% | -38.6% | -28.6% |
| 6M | +28.8% | +48.5% | -19.7% | +17.4% |
| YTD | +168.4% | +78.4% | +90.0% | +134.0% |
| 1Y | +136.8% | +89.7% | +47.1% | +103.5% |
| 3Y | +375.3% | +245.6% | +129.7% | +265.4% |
| 5Y | +551.0% | +142.7% | +408.3% | +387.7% |
| All | +551.0% | +145.7% | +405.3% | +387.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling