+974.6%
NVDA vs LTH
+156.3%
+818.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.8% | -0.3% | -1.4% |
| 7D | +3.8% | +1.5% | +2.3% | +3.3% |
| 30D | +0.8% | -3.1% | +3.8% | +1.7% |
| 3M | +8.2% | +28.1% | -19.9% | -1.4% |
| 6M | +27.1% | +67.4% | -40.3% | +4.2% |
| YTD | +21.2% | +59.8% | -38.6% | +0.5% |
| 1Y | +34.3% | +45.6% | -11.3% | +14.5% |
| 3Y | +396.3% | +162.0% | +234.3% | +226.6% |
| All | +974.6% | +156.3% | +818.3% | +543.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling