+167.2%
LTH vs SUI
-25.6%
+192.8%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.7% |
| 7D | +6.4% | +3.4% | +3.0% | +4.2% |
| 30D | +16.7% | +4.6% | +12.1% | +13.2% |
| 3M | +11.7% | +1.6% | +10.1% | +10.1% |
| 6M | +48.5% | -3.5% | +52.0% | +50.5% |
| YTD | +78.4% | -1.0% | +79.4% | +77.2% |
| 1Y | +89.7% | -1.7% | +91.4% | +89.3% |
| 3Y | +245.6% | +18.4% | +227.3% | +187.7% |
| 5Y | +142.7% | -26.3% | +169.0% | +206.2% |
| All | +167.2% | -25.6% | +192.8% | +238.5% |
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