+49.9%
NXPI vs LTH
+180.7%
-130.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.0% | -1.5% |
| 7D | +6.8% | -1.3% | +8.0% | +7.1% |
| 30D | +20.0% | +15.7% | +4.4% | +15.0% |
| 3M | +14.8% | +5.0% | +9.8% | +12.9% |
| 6M | -10.5% | +37.7% | -48.1% | -19.2% |
| YTD | +23.7% | +75.0% | -51.3% | +3.0% |
| 1Y | +34.1% | +82.6% | -48.6% | +9.9% |
| 3Y | +51.2% | +241.3% | -190.1% | +1.1% |
| 5Y | +33.4% | +135.4% | -102.0% | -13.2% |
| All | +49.9% | +180.7% | -130.8% | -3.4% |
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 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