+506.5%
HBM vs LTH
+155.4%
+351.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.2% |
| 7D | +5.5% | -4.0% | +9.5% | +6.5% |
| 30D | +3.3% | -1.7% | +5.0% | +3.5% |
| 3M | +12.7% | +28.0% | -15.3% | +4.9% |
| 6M | +28.2% | +54.1% | -25.9% | +13.8% |
| YTD | +45.3% | +57.1% | -11.8% | +28.0% |
| 1Y | +121.7% | +45.8% | +75.9% | +98.4% |
| All | +506.5% | +155.4% | +351.2% | +384.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling