+1,375.8%
MU vs LTH
+160.9%
+1,214.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +6.0% |
| 7D | +9.0% | -0.6% | +9.6% | +9.1% |
| 30D | +13.8% | -4.6% | +18.4% | +15.2% |
| 3M | +2.1% | +32.8% | -30.7% | -7.0% |
| 6M | +153.8% | +64.6% | +89.2% | +115.4% |
| YTD | +256.4% | +62.6% | +193.7% | +202.9% |
| 1Y | +719.8% | +49.9% | +669.8% | +610.3% |
| 3Y | +1,360.4% | +151.3% | +1,209.0% | +961.7% |
| All | +1,375.8% | +160.9% | +1,214.9% | +867.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling