+133.7%
LTH vs BUD
+50.6%
+83.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.4% |
| 7D | -3.7% | -3.2% | -0.5% | -2.2% |
| 30D | -5.3% | -3.7% | -1.6% | -3.6% |
| 3M | +24.2% | -4.4% | +28.6% | +26.7% |
| 6M | +54.8% | +7.7% | +47.1% | +48.9% |
| YTD | +56.1% | +23.1% | +33.0% | +40.3% |
| 1Y | +45.5% | +33.6% | +11.9% | +25.3% |
| 3Y | +155.9% | +44.7% | +111.2% | +103.7% |
| All | +133.7% | +50.6% | +83.1% | +81.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded BUD 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling