+154.0%
LTH vs SUI
+12.1%
+141.9%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.7% | +0.5% |
| 7D | -0.6% | -2.8% | +2.2% | +0.7% |
| 30D | -4.6% | -1.2% | -3.4% | -4.1% |
| 3M | +32.8% | -1.7% | +34.6% | +33.5% |
| 6M | +64.6% | -10.5% | +75.1% | +72.8% |
| YTD | +62.6% | -1.8% | +64.5% | +63.0% |
| 1Y | +49.9% | -4.1% | +54.0% | +52.0% |
| All | +154.0% | +12.1% | +141.9% | +124.1% |
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