-40.7%
NOW vs LTH
+83.5%
-124.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +0.7% |
| 7D | -3.1% | +7.0% | -10.1% | -2.5% |
| 30D | -27.0% | +15.4% | -42.5% | -26.3% |
| 3M | -17.7% | +7.0% | -24.7% | -17.1% |
| 6M | +12.7% | +46.9% | -34.2% | +14.5% |
| YTD | -32.9% | +76.4% | -109.3% | -32.7% |
| All | -40.7% | +83.5% | -124.1% | -40.9% |
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