+241.3%
LTH vs WTW
+44.7%
+196.6%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.0% | +0.2% | +1.7% |
| 7D | -1.3% | +2.0% | -3.2% | -1.7% |
| 30D | +15.7% | +12.9% | +2.8% | +13.0% |
| 3M | +5.0% | +0.7% | +4.2% | +4.8% |
| 6M | +37.7% | +39.5% | -1.8% | +28.4% |
| YTD | +75.0% | +3.1% | +71.9% | +76.9% |
| 1Y | +82.6% | +4.8% | +77.9% | +83.3% |
| 3Y | +241.3% | +42.9% | +198.4% | +215.0% |
| All | +241.3% | +44.7% | +196.6% | +215.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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