+274.3%
LTH vs SUI
+15.1%
+259.1%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -0.7% |
| 7D | +4.5% | +6.2% | -1.7% | +1.6% |
| 30D | +16.3% | +8.6% | +7.8% | +11.9% |
| 3M | +8.4% | +1.0% | +7.4% | +7.6% |
| 6M | +40.3% | -2.6% | +42.9% | +41.3% |
| YTD | +77.3% | -0.1% | +77.4% | +76.0% |
| 1Y | +88.0% | +0.5% | +87.5% | +86.1% |
| 3Y | +274.3% | +15.3% | +259.0% | +230.3% |
| All | +274.3% | +15.1% | +259.1% | +230.3% |
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