+95.6%
HBM vs LTH
+45.2%
+50.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -3.3% | -4.0% | +0.7% | -2.7% |
| 30D | -4.8% | -5.3% | +0.5% | -4.2% |
| 3M | -0.4% | +19.0% | -19.4% | -4.7% |
| 6M | +17.9% | +55.8% | -37.9% | +7.9% |
| YTD | +33.7% | +56.1% | -22.4% | +23.0% |
| 1Y | +95.6% | +41.3% | +54.3% | +99.9% |
| All | +95.6% | +45.2% | +50.4% | +99.9% |
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