+109.3%
INTC vs LTH
+156.3%
-47.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -11.6% |
| 6M | +140.6% | +67.4% | +73.2% | +109.5% |
| YTD | +183.1% | +59.8% | +123.3% | +148.3% |
| 1Y | +326.8% | +45.6% | +281.2% | +281.8% |
| 3Y | +179.4% | +162.0% | +17.4% | +112.2% |
| All | +109.3% | +156.3% | -47.0% | +43.4% |
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 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