+661.2%
MU vs LTH
+43.6%
+617.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.7% | +4.4% | +3.0% |
| 7D | +7.5% | -4.0% | +11.5% | +8.2% |
| 30D | +19.4% | -1.7% | +21.0% | +19.6% |
| 3M | +9.8% | +28.0% | -18.2% | +1.6% |
| 6M | +164.1% | +54.1% | +110.1% | +133.9% |
| YTD | +260.3% | +57.1% | +203.2% | +220.7% |
| 1Y | +661.2% | +45.8% | +615.4% | +686.1% |
| All | +661.2% | +43.6% | +617.6% | +686.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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