+274.3%
LTH vs RACE
+28.1%
+246.2%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.9% |
| 7D | +4.5% | +5.1% | -0.6% | +3.1% |
| 30D | +16.3% | +7.7% | +8.6% | +14.0% |
| 3M | +8.4% | +2.2% | +6.2% | +7.5% |
| 6M | +40.3% | +23.8% | +16.5% | +31.2% |
| YTD | +77.3% | +13.9% | +63.4% | +69.1% |
| 1Y | +88.0% | +3.8% | +84.2% | +84.4% |
| 3Y | +274.3% | +28.0% | +246.2% | +220.2% |
| All | +274.3% | +28.1% | +246.2% | +220.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling