+506.3%
NOW vs LH
+267.5%
+238.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -8.7% | +4.8% | -13.5% | -10.7% |
| 30D | -29.3% | +18.8% | -48.1% | -35.3% |
| 3M | -21.8% | +15.7% | -37.5% | -27.7% |
| 6M | +9.2% | +46.7% | -37.4% | -10.1% |
| YTD | -35.0% | +48.9% | -83.9% | -47.2% |
| 1Y | -42.5% | +43.5% | -86.0% | -52.5% |
| 3Y | -21.5% | +86.9% | -108.4% | -44.1% |
| 5Y | -25.8% | +60.4% | -86.2% | -43.4% |
| 10Y | +506.3% | +260.7% | +245.6% | +185.5% |
| All | +506.3% | +267.5% | +238.9% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LH.
Daily Out/Under-Performance
Portfolio return minus LH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LH 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 10y: compounded portfolio wealth divided by compounded LH 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…
10y analysis · Full analysis span regression · 6 months rolling