+113.0%
HOOD vs LTH
+142.9%
-29.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.3% | +4.5% | +3.8% |
| 7D | -4.8% | +4.5% | -9.3% | -6.9% |
| 30D | -26.1% | +16.3% | -42.5% | -31.5% |
| 3M | -10.8% | +8.4% | -19.2% | -15.0% |
| 6M | +2.4% | +40.3% | -37.9% | -14.6% |
| YTD | -28.5% | +77.3% | -105.7% | -47.4% |
| 1Y | -36.3% | +88.0% | -124.3% | -54.7% |
| 3Y | +743.7% | +274.3% | +469.4% | +340.7% |
| All | +113.0% | +142.9% | -29.9% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling