+104.9%
NOK vs LTH
+150.3%
-45.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | +8.7% | -3.7% | +12.4% | +9.4% |
| 30D | +12.5% | -5.3% | +17.8% | +13.5% |
| 3M | -20.7% | +24.2% | -44.9% | -24.1% |
| 6M | +36.2% | +54.8% | -18.7% | +24.5% |
| YTD | +64.1% | +56.1% | +8.1% | +49.4% |
| 1Y | +132.4% | +45.5% | +86.8% | +113.6% |
| 3Y | +182.9% | +155.9% | +27.0% | +123.0% |
| All | +104.9% | +150.3% | -45.4% | +52.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling