+45.4%
GILD vs LTH
+84.0%
-38.7%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.3% | -2.1% | +3.2% |
| 7D | +9.6% | +9.9% | -0.3% | +8.0% |
| 30D | +20.6% | +18.3% | +2.3% | +17.7% |
| 3M | +29.7% | +5.9% | +23.8% | +28.3% |
| 6M | +33.1% | +80.3% | -47.2% | +23.6% |
| YTD | +44.7% | +78.3% | -33.6% | +33.6% |
| 1Y | +45.4% | +81.0% | -35.7% | +33.5% |
| All | +45.4% | +84.0% | -38.7% | +33.5% |
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