-38.6%
INTU vs LTH
+156.3%
-194.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.8% | -2.4% | -3.7% |
| 7D | -7.5% | +1.5% | -9.1% | -7.9% |
| 30D | -1.9% | -3.1% | +1.1% | -1.3% |
| 3M | +4.9% | +28.1% | -23.3% | -1.8% |
| 6M | -33.2% | +67.4% | -100.6% | -42.6% |
| YTD | -51.4% | +59.8% | -111.2% | -57.8% |
| 1Y | -52.0% | +45.6% | -97.6% | -57.3% |
| 3Y | -40.7% | +162.0% | -202.7% | -57.5% |
| All | -38.6% | +156.3% | -194.9% | -59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling