+963.4%
DELL vs LTH
+160.9%
+802.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.2% | +1.4% |
| 7D | +14.9% | -0.6% | +15.5% | +15.1% |
| 30D | +13.3% | -4.6% | +17.9% | +14.3% |
| 3M | +24.4% | +32.8% | -8.4% | +16.9% |
| 6M | +258.0% | +64.6% | +193.4% | +218.9% |
| YTD | +320.2% | +62.6% | +257.5% | +274.6% |
| 1Y | +319.1% | +49.9% | +269.1% | +279.2% |
| 3Y | +706.5% | +151.3% | +555.2% | +561.7% |
| All | +963.4% | +160.9% | +802.5% | +710.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling