+162.6%
LTH vs UUUU
+97.0%
+65.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -1.8% |
| 7D | +1.5% | +2.8% | -1.3% | +1.4% |
| 30D | -3.1% | +3.4% | -6.5% | -3.3% |
| 3M | +28.1% | -3.9% | +32.0% | +28.2% |
| 6M | +67.4% | -23.2% | +90.6% | +68.9% |
| YTD | +59.8% | +0.6% | +59.2% | +58.5% |
| 1Y | +45.6% | +22.9% | +22.7% | +40.5% |
| All | +162.6% | +97.0% | +65.6% | +135.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling