+248.9%
LTH vs HRB
+33.7%
+215.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.2% | +2.8% | -0.1% |
| 7D | +7.0% | -2.4% | +9.4% | +7.4% |
| 30D | +15.4% | +15.7% | -0.3% | +13.5% |
| 3M | +7.0% | +11.4% | -4.3% | +5.4% |
| 6M | +46.9% | +40.7% | +6.1% | +40.7% |
| YTD | +76.4% | +21.0% | +55.5% | +81.5% |
| 1Y | +83.7% | +7.2% | +76.5% | +96.2% |
| 3Y | +248.9% | +29.2% | +219.7% | +214.1% |
| All | +248.9% | +33.7% | +215.2% | +214.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling