+0.8%
NOW vs LH
+28.2%
-27.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -1.7% |
| 7D | -4.1% | -3.2% | -0.9% | -2.5% |
| 30D | +2.9% | +0.1% | +2.7% | +2.8% |
| 3M | +22.6% | +18.6% | +3.9% | +12.2% |
| 6M | +7.5% | +17.9% | -10.4% | -1.2% |
| YTD | -14.4% | +28.9% | -43.4% | -25.7% |
| 1Y | -29.8% | +16.6% | -46.4% | -35.9% |
| 3Y | +9.2% | +63.6% | -54.3% | -19.9% |
| 5Y | +0.8% | +30.0% | -29.2% | -12.0% |
| All | +0.8% | +28.2% | -27.4% | -12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling