+57.9%
LTH vs SUNB
+1.6%
+56.3%
-8.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +5.9% | -7.6% | -2.4% |
| 7D | -4.0% | +9.4% | -13.4% | -5.1% |
| 30D | -1.7% | -6.9% | +5.2% | -0.8% |
| 3M | +28.0% | -11.3% | +39.3% | +30.3% |
| 6M | +54.1% | -1.8% | +55.8% | +53.0% |
| All | +57.9% | +1.6% | +56.3% | +56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 5y: compounded portfolio wealth divided by compounded SUNB 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…
5y analysis · Full analysis span regression · 6 months rolling