+75.7%
LTH vs BBWI
+1.2%
+74.5%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.9% | -1.2% | -3.7% |
| 7D | -4.6% | -4.5% | -0.1% | -4.0% |
| 30D | +14.8% | +17.1% | -2.3% | +12.4% |
| 3M | +3.9% | +17.5% | -13.5% | +1.5% |
| 6M | +35.5% | +12.8% | +22.7% | +32.9% |
| YTD | +71.3% | +8.2% | +63.2% | +70.5% |
| 1Y | +75.7% | -1.8% | +77.5% | +74.8% |
| All | +75.7% | +1.2% | +74.5% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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