+49.9%
LTH vs UUUU
+27.9%
+22.0%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | +0.3% |
| 7D | -0.6% | -1.4% | +0.7% | -0.6% |
| 30D | -4.6% | +16.3% | -20.9% | -4.9% |
| 3M | +32.8% | -16.7% | +49.5% | +33.5% |
| 6M | +64.6% | -33.7% | +98.3% | +65.4% |
| YTD | +62.6% | -0.5% | +63.1% | +66.0% |
| 1Y | +49.9% | +28.9% | +21.1% | +55.4% |
| All | +49.9% | +27.9% | +22.0% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling