-41.8%
NOW vs LTH
+77.7%
-119.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.2% | +2.1% | -2.4% |
| 7D | -1.7% | -4.6% | +3.0% | -2.1% |
| 30D | -27.4% | +14.8% | -42.2% | -26.8% |
| 3M | -19.4% | +3.9% | -23.4% | -19.0% |
| 6M | +13.1% | +35.5% | -22.4% | +15.0% |
| YTD | -34.3% | +71.3% | -105.6% | -34.3% |
| 1Y | -41.8% | +75.7% | -117.4% | -42.0% |
| All | -41.8% | +77.7% | -119.4% | -42.0% |
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