+133.7%
LTH vs UUUU
+117.4%
+16.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.1% |
| 7D | -3.7% | -5.0% | +1.3% | -3.2% |
| 30D | -5.3% | -7.8% | +2.5% | -4.7% |
| 3M | +24.2% | -0.4% | +24.6% | +23.4% |
| 6M | +54.8% | -32.9% | +87.7% | +59.8% |
| YTD | +56.1% | -6.3% | +62.3% | +51.8% |
| 1Y | +45.5% | +7.9% | +37.6% | +34.6% |
| 3Y | +155.9% | +85.2% | +70.7% | +101.7% |
| All | +133.7% | +117.4% | +16.3% | +75.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling