+162.1%
LTH vs IBN
+89.6%
+72.5%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.4% | +1.8% | +2.0% |
| 7D | -1.3% | +1.9% | -3.1% | -2.2% |
| 30D | +15.7% | +22.1% | -6.4% | +4.4% |
| 3M | +5.0% | +17.1% | -12.1% | -3.4% |
| 6M | +37.7% | +35.5% | +2.1% | +17.2% |
| YTD | +75.0% | +16.8% | +58.2% | +60.2% |
| 1Y | +82.6% | +12.4% | +70.3% | +70.6% |
| 3Y | +241.3% | +58.0% | +183.3% | +153.2% |
| 5Y | +135.4% | +73.7% | +61.7% | +59.1% |
| All | +162.1% | +89.6% | +72.5% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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