+179.4%
INTC vs LTH
+159.1%
+20.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.8% | +10.8% | +9.5% |
| 7D | +17.4% | +1.5% | +15.9% | +16.9% |
| 30D | +2.8% | -3.1% | +5.8% | +3.5% |
| 3M | -5.3% | +28.1% | -33.4% | -12.1% |
| 6M | +140.6% | +67.4% | +73.2% | +107.8% |
| YTD | +183.1% | +59.8% | +123.3% | +146.1% |
| 1Y | +326.8% | +45.6% | +281.2% | +278.8% |
| 3Y | +179.4% | +162.0% | +17.4% | +117.4% |
| All | +179.4% | +159.1% | +20.3% | +117.4% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling