+84.9%
LTH vs HRB
+11.2%
+73.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | +0.3% | -8.1% | +8.4% | +0.2% |
| 30D | +17.7% | +15.0% | +2.7% | +18.2% |
| 3M | +8.5% | +10.2% | -1.8% | +9.0% |
| 6M | +46.9% | +44.2% | +2.7% | +52.0% |
| YTD | +78.8% | +21.0% | +57.8% | +108.3% |
| 1Y | +84.9% | +12.0% | +72.9% | +118.5% |
| All | +84.9% | +11.2% | +73.7% | +118.5% |
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