+7.6%
HON vs LTH
+160.9%
-153.3%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.6% | +0.9% |
| 7D | -3.6% | -0.6% | -3.0% | -3.5% |
| 30D | -15.3% | -4.6% | -10.7% | -14.7% |
| 3M | -7.9% | +32.8% | -40.7% | -12.4% |
| 6M | -18.1% | +64.6% | -82.7% | -25.1% |
| YTD | +3.8% | +62.6% | -58.8% | -5.1% |
| 1Y | +0.5% | +49.9% | -49.5% | -7.1% |
| 3Y | +19.8% | +151.3% | -131.6% | +0.1% |
| All | +7.6% | +160.9% | -153.3% | -14.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling