+89.7%
LTH vs BUD
+38.6%
+51.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.7% |
| 7D | +6.4% | +6.0% | +0.4% | +4.1% |
| 30D | +16.7% | +11.3% | +5.5% | +11.3% |
| 3M | +11.7% | +3.6% | +8.1% | +10.3% |
| 6M | +48.5% | +7.7% | +40.8% | +42.7% |
| YTD | +78.4% | +36.4% | +42.0% | +54.7% |
| 1Y | +89.7% | +37.8% | +51.8% | +64.3% |
| All | +89.7% | +38.6% | +51.0% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling