+47.2%
LH vs WTW
+8.6%
+38.6%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +3.0% | +1.0% | +3.3% |
| 7D | +2.1% | +4.9% | -2.8% | +1.1% |
| 30D | +19.2% | +17.1% | +2.1% | +15.3% |
| 3M | +18.0% | -0.3% | +18.3% | +17.8% |
| 6M | +46.1% | +30.7% | +15.4% | +39.6% |
| YTD | +47.7% | +3.7% | +44.0% | +44.6% |
| 1Y | +47.2% | +5.9% | +41.3% | +44.3% |
| All | +47.2% | +8.6% | +38.6% | +44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling