+30.4%
HBAN vs LTH
+150.5%
-120.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.7% | +0.8% |
| 7D | -1.0% | -4.0% | +3.0% | 0.0% |
| 30D | -5.6% | -5.3% | -0.3% | -4.4% |
| 3M | -1.1% | +19.0% | -20.2% | -5.4% |
| 6M | +9.9% | +55.8% | -45.9% | -2.0% |
| YTD | -0.9% | +56.1% | -57.1% | -11.9% |
| 1Y | -1.4% | +41.3% | -42.6% | -10.4% |
| 3Y | +78.2% | +156.6% | -78.4% | +37.1% |
| All | +30.4% | +150.5% | -120.1% | -0.6% |
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