+162.1%
LTH vs DAR
-22.3%
+184.4%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.0% | +1.9% |
| 7D | -1.3% | +11.6% | -12.8% | -3.6% |
| 30D | +15.7% | -10.2% | +25.9% | +18.1% |
| 3M | +5.0% | -14.8% | +19.8% | +8.2% |
| 6M | +37.7% | -10.1% | +47.7% | +39.3% |
| YTD | +75.0% | +55.5% | +19.5% | +52.2% |
| 1Y | +82.6% | +61.7% | +21.0% | +57.0% |
| 3Y | +241.3% | +37.2% | +204.1% | +192.7% |
| 5Y | +135.4% | -26.9% | +162.4% | +133.3% |
| All | +162.1% | -22.3% | +184.4% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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