+274.3%
LTH vs BBWI
-28.0%
+302.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.3% | +1.9% | -0.7% |
| 7D | +4.5% | -6.2% | +10.7% | +5.7% |
| 30D | +16.3% | +19.9% | -3.6% | +12.3% |
| 3M | +8.4% | +7.1% | +1.2% | +6.4% |
| 6M | +40.3% | +13.7% | +26.6% | +35.4% |
| YTD | +77.3% | +9.6% | +67.7% | +71.4% |
| 1Y | +88.0% | -1.6% | +89.6% | +83.9% |
| 3Y | +274.3% | -25.9% | +300.1% | +273.5% |
| All | +274.3% | -28.0% | +302.3% | +273.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling