+66.6%
GEN vs LTH
+234.6%
-168.0%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.2% | +1.1% | -2.3% |
| 7D | -3.0% | -4.6% | +1.7% | -2.0% |
| 30D | +24.7% | +14.8% | +9.9% | +21.6% |
| 3M | +4.1% | +3.9% | +0.2% | +3.3% |
| 6M | +36.0% | +35.5% | +0.5% | +28.3% |
| YTD | +10.9% | +71.3% | -60.5% | -1.1% |
| 1Y | +12.2% | +75.7% | -63.5% | -0.5% |
| All | +66.6% | +234.6% | -168.0% | +29.1% |
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 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