+135.2%
LTH vs BUD
+51.2%
+84.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.2% | +0.5% | -0.6% |
| 7D | -4.0% | -1.3% | -2.7% | -3.4% |
| 30D | -1.7% | -6.1% | +4.5% | +1.3% |
| 3M | +28.0% | -3.8% | +31.7% | +30.1% |
| 6M | +54.1% | +8.2% | +45.9% | +47.8% |
| YTD | +57.1% | +23.6% | +33.5% | +40.9% |
| 1Y | +45.8% | +33.4% | +12.3% | +25.6% |
| 3Y | +157.6% | +45.3% | +112.2% | +104.6% |
| All | +135.2% | +51.2% | +84.0% | +82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling