-40.3%
NOW vs LTH
+90.2%
-130.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.2% |
| 7D | -5.6% | +0.3% | -5.8% | -5.5% |
| 30D | -26.8% | +17.7% | -44.5% | -26.0% |
| 3M | -19.4% | +8.5% | -27.9% | -18.7% |
| 6M | +12.3% | +46.9% | -34.6% | +14.3% |
| YTD | -32.9% | +78.8% | -111.7% | -32.7% |
| 1Y | -40.3% | +84.9% | -125.2% | -40.4% |
| All | -40.3% | +90.2% | -130.5% | -40.4% |
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