+143.5%
LTH vs BUD
+55.8%
+87.7%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.2% |
| 7D | -0.6% | +0.3% | -0.9% | -0.8% |
| 30D | -4.6% | -5.7% | +1.1% | -1.9% |
| 3M | +32.8% | +3.1% | +29.7% | +30.4% |
| 6M | +64.6% | +7.9% | +56.7% | +58.0% |
| YTD | +62.6% | +27.3% | +35.3% | +43.7% |
| 1Y | +49.9% | +37.8% | +12.1% | +27.1% |
| 3Y | +151.3% | +49.8% | +101.5% | +96.6% |
| All | +143.5% | +55.8% | +87.7% | +86.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling