+167.7%
LTH vs SUI
-26.2%
+194.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.7% |
| 7D | +0.3% | -2.4% | +2.7% | +1.8% |
| 30D | +17.7% | +3.3% | +14.4% | +15.0% |
| 3M | +8.5% | +0.7% | +7.8% | +7.5% |
| 6M | +46.9% | -4.1% | +51.1% | +49.6% |
| YTD | +78.8% | -1.8% | +80.6% | +78.5% |
| 1Y | +84.9% | -4.1% | +89.0% | +87.5% |
| 3Y | +246.4% | +17.4% | +229.0% | +189.8% |
| 5Y | +129.6% | -27.0% | +156.6% | +191.0% |
| All | +167.7% | -26.2% | +194.0% | +240.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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