+279.3%
LTH vs SUI
+16.8%
+262.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.4% |
| 7D | +5.3% | +8.8% | -3.5% | +1.3% |
| 30D | +18.3% | +8.9% | +9.3% | +13.6% |
| 3M | +5.4% | +2.0% | +3.4% | +4.2% |
| 6M | +62.5% | -0.6% | +63.2% | +62.2% |
| YTD | +79.6% | +1.3% | +78.3% | +77.1% |
| 1Y | +88.1% | +1.3% | +86.9% | +85.7% |
| All | +279.3% | +16.8% | +262.4% | +232.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling