+156.6%
LTH vs RACE
+101.4%
+55.2%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.5% | -1.7% | -2.9% |
| 7D | -4.6% | -4.0% | -0.6% | -2.6% |
| 30D | +14.8% | +3.5% | +11.3% | +12.8% |
| 3M | +3.9% | -0.4% | +4.3% | +3.8% |
| 6M | +35.5% | +23.2% | +12.3% | +20.1% |
| YTD | +71.3% | +11.0% | +60.3% | +58.8% |
| 1Y | +75.7% | -2.2% | +77.9% | +74.8% |
| 3Y | +231.9% | +22.5% | +209.4% | +151.1% |
| 5Y | +130.5% | +63.2% | +67.3% | +23.3% |
| All | +156.6% | +101.4% | +55.2% | +34.7% |
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