-12.7%
JD vs LTH
+46.4%
-59.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.8% | -0.3% | -1.9% |
| 7D | -0.8% | +1.5% | -2.3% | -1.0% |
| 30D | -16.0% | -3.1% | -13.0% | -15.8% |
| 3M | -3.2% | +28.1% | -31.3% | -7.0% |
| 6M | +6.1% | +67.4% | -61.3% | -2.6% |
| YTD | -0.1% | +59.8% | -59.9% | -7.7% |
| 1Y | -12.7% | +45.6% | -58.3% | -15.6% |
| All | -12.7% | +46.4% | -59.2% | -15.6% |
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 2025-09-08 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling