+103.2%
INTC vs LH
+27.0%
+76.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.5% | +1.1% | +2.1% |
| 7D | +7.5% | -4.7% | +12.1% | +9.3% |
| 30D | +2.0% | -3.5% | +5.5% | +3.1% |
| 3M | -12.0% | +17.7% | -29.7% | -17.4% |
| 6M | +114.5% | +15.8% | +98.8% | +102.0% |
| YTD | +179.0% | +25.1% | +153.9% | +153.4% |
| 1Y | +318.3% | +12.5% | +305.8% | +295.3% |
| 3Y | +171.2% | +59.8% | +111.4% | +117.1% |
| All | +103.2% | +27.0% | +76.3% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 LH 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