+6.2%
HCA vs LTH
+79.8%
-73.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.6% |
| 7D | +0.8% | -1.3% | +2.1% | +1.0% |
| 30D | +6.1% | +15.7% | -9.6% | +5.0% |
| 3M | +21.4% | +5.0% | +16.4% | +21.1% |
| 6M | +17.2% | +37.7% | -20.5% | +15.8% |
| YTD | +7.5% | +75.0% | -67.6% | +2.2% |
| 1Y | +6.2% | +82.6% | -76.5% | -0.5% |
| All | +6.2% | +79.8% | -73.6% | -0.5% |
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