+47.2%
LH vs WU
-18.0%
+65.2%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +5.4% | -1.5% | +3.1% |
| 7D | +2.1% | +8.2% | -6.1% | +0.9% |
| 30D | +19.2% | +8.0% | +11.1% | +17.8% |
| 3M | +18.0% | -6.6% | +24.7% | +18.6% |
| 6M | +46.1% | -23.3% | +69.3% | +49.0% |
| YTD | +47.7% | -22.4% | +70.1% | +50.9% |
| 1Y | +47.2% | -18.0% | +65.2% | +51.1% |
| All | +47.2% | -18.0% | +65.2% | +51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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