+49.8%
HBM vs LTH
+84.0%
-34.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.3% | -2.7% | +2.5% |
| 7D | -5.8% | +9.9% | -15.7% | -7.4% |
| 30D | -18.5% | +18.3% | -36.8% | -20.9% |
| 3M | -10.3% | +5.9% | -16.2% | -11.0% |
| 6M | +2.1% | +80.3% | -78.2% | -14.2% |
| YTD | +12.0% | +78.3% | -66.3% | -5.5% |
| 1Y | +49.8% | +81.0% | -31.3% | +25.8% |
| All | +49.8% | +84.0% | -34.3% | +25.8% |
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