-88.2%
LHAI vs SPY
+18.1%
-106.3%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +0.9% | -7.2% | -7.0% |
| 7D | -10.3% | -0.8% | -9.6% | -9.8% |
| 30D | +28.4% | -1.1% | +29.5% | +29.5% |
| 3M | +38.5% | +3.9% | +34.6% | +33.8% |
| 6M | -26.2% | +13.6% | -39.8% | -37.0% |
| YTD | -86.4% | +12.7% | -99.1% | -87.5% |
| 1Y | -88.2% | +17.5% | -105.7% | -89.4% |
| All | -88.2% | +18.1% | -106.3% | -89.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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