+19.2%
HBAN vs LTH
+132.1%
-112.9%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.2% | +3.2% | +0.1% |
| 7D | +0.8% | -4.6% | +5.4% | +1.9% |
| 30D | +3.2% | +14.8% | -11.6% | -0.4% |
| 3M | -11.1% | +3.9% | -15.0% | -12.1% |
| 6M | +1.2% | +35.5% | -34.3% | -6.5% |
| YTD | -6.7% | +71.3% | -78.0% | -19.3% |
| 1Y | +2.4% | +75.7% | -73.3% | -12.1% |
| 3Y | +73.3% | +231.9% | -158.7% | +25.0% |
| All | +19.2% | +132.1% | -112.9% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling