+143.5%
LTH vs IBN
+66.4%
+77.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.7% |
| 7D | -0.6% | +1.4% | -2.0% | -1.4% |
| 30D | -4.6% | -0.3% | -4.3% | -4.5% |
| 3M | +32.8% | +17.1% | +15.7% | +22.0% |
| 6M | +64.6% | +3.4% | +61.2% | +61.0% |
| YTD | +62.6% | +2.5% | +60.1% | +59.3% |
| 1Y | +49.9% | -4.2% | +54.1% | +51.7% |
| 3Y | +151.3% | +32.4% | +118.9% | +105.9% |
| All | +143.5% | +66.4% | +77.1% | +76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling