+164.2%
LTH vs RACE
+108.1%
+56.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.2% | -0.8% |
| 7D | +7.0% | +3.9% | +3.1% | +5.0% |
| 30D | +15.4% | +7.4% | +8.0% | +11.3% |
| 3M | +7.0% | +1.6% | +5.4% | +5.8% |
| 6M | +46.9% | +23.3% | +23.5% | +30.1% |
| YTD | +76.4% | +14.7% | +61.8% | +60.8% |
| 1Y | +83.7% | +2.5% | +81.2% | +78.3% |
| 3Y | +248.9% | +28.0% | +220.9% | +157.2% |
| 5Y | +141.8% | +69.8% | +72.0% | +26.8% |
| All | +164.2% | +108.1% | +56.1% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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