+73.5%
HAL vs LTH
+156.3%
-82.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.0% | -0.5% |
| 7D | +0.5% | +1.5% | -1.1% | +0.3% |
| 30D | +15.9% | -3.1% | +19.0% | +16.3% |
| 3M | -8.7% | +28.1% | -36.8% | -12.0% |
| 6M | +9.0% | +67.4% | -58.4% | +0.5% |
| YTD | +32.0% | +59.8% | -27.8% | +22.5% |
| 1Y | +72.5% | +45.6% | +26.9% | +61.9% |
| 3Y | -4.5% | +162.0% | -166.5% | -18.9% |
| All | +73.5% | +156.3% | -82.8% | +49.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling