+9.2%
EQX vs LTH
+84.0%
-74.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +6.3% | +6.5% | +11.8% |
| 7D | +7.6% | +9.9% | -2.2% | +6.2% |
| 30D | +0.4% | +18.3% | -17.9% | -1.9% |
| 3M | +18.0% | +5.9% | +12.0% | +17.1% |
| 6M | -18.4% | +80.3% | -98.7% | -28.0% |
| YTD | -19.3% | +78.3% | -97.6% | -28.1% |
| 1Y | +9.2% | +81.0% | -71.8% | -2.5% |
| All | +9.2% | +84.0% | -74.8% | -2.5% |
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 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