+143.5%
LTH vs ALHC
-20.5%
+164.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.3% |
| 7D | -0.6% | -0.6% | -0.1% | -0.6% |
| 30D | -4.6% | -1.0% | -3.6% | -4.5% |
| 3M | +32.8% | -10.2% | +43.0% | +32.3% |
| 6M | +64.6% | -28.3% | +92.9% | +68.7% |
| YTD | +62.6% | -31.4% | +94.1% | +67.3% |
| 1Y | +49.9% | -16.9% | +66.9% | +49.0% |
| 3Y | +151.3% | +135.5% | +15.9% | +87.3% |
| All | +143.5% | -20.5% | +164.0% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 all: compounded portfolio wealth divided by compounded ALHC 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…
all analysis · Full analysis span regression · 6 months rolling