+162.1%
LTH vs HRB
+134.1%
+28.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.4% | +3.6% | +2.5% |
| 7D | -1.3% | -5.1% | +3.8% | 0.0% |
| 30D | +15.7% | +8.7% | +7.0% | +13.3% |
| 3M | +5.0% | -5.4% | +10.4% | +6.1% |
| 6M | +37.7% | +41.6% | -3.9% | +24.6% |
| YTD | +75.0% | +18.7% | +56.4% | +68.4% |
| 1Y | +82.6% | +16.4% | +66.2% | +76.7% |
| 3Y | +241.3% | +22.0% | +219.3% | +213.4% |
| 5Y | +135.4% | +141.2% | -5.8% | +54.0% |
| All | +162.1% | +134.1% | +28.0% | +70.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling