+81.0%
LTH vs HRB
+16.9%
+64.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +4.4% | +1.9% | +6.4% |
| 7D | +9.9% | +16.0% | -6.2% | +10.1% |
| 30D | +18.3% | +32.1% | -13.8% | +19.1% |
| 3M | +5.9% | +21.5% | -15.6% | +6.6% |
| 6M | +80.3% | +82.1% | -1.8% | +90.9% |
| YTD | +78.3% | +31.6% | +46.7% | +103.5% |
| 1Y | +81.0% | +15.9% | +65.1% | +106.7% |
| All | +81.0% | +16.9% | +64.1% | +106.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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