+52.4%
NXPI vs LTH
+186.8%
-134.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +3.0% |
| 7D | +1.7% | +0.3% | +1.4% | +1.6% |
| 30D | +19.7% | +17.7% | +2.0% | +14.0% |
| 3M | +14.5% | +8.5% | +6.1% | +11.6% |
| 6M | -11.2% | +46.9% | -58.2% | -21.5% |
| YTD | +25.8% | +78.8% | -53.0% | +4.1% |
| 1Y | +35.2% | +84.9% | -49.7% | +10.5% |
| 3Y | +52.3% | +246.4% | -194.1% | +1.4% |
| 5Y | +34.8% | +129.6% | -94.7% | -12.2% |
| All | +52.4% | +186.8% | -134.4% | -2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling