+241.3%
LTH vs UUUU
-17.1%
+258.4%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +2.2% |
| 7D | -1.3% | -1.1% | -0.2% | -1.3% |
| 30D | +15.7% | -21.0% | +36.6% | +16.7% |
| 3M | +5.0% | -54.8% | +59.8% | +8.3% |
| 6M | +37.7% | -67.3% | +105.0% | +44.0% |
| YTD | +75.0% | -54.7% | +129.7% | +79.3% |
| 1Y | +82.6% | -57.4% | +140.1% | +87.3% |
| 3Y | +241.3% | -19.6% | +260.9% | +216.5% |
| All | +241.3% | -17.1% | +258.4% | +216.5% |
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