+26.0%
NXPI vs LTH
+156.3%
-130.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | 0.0% | -1.2% |
| 7D | +0.7% | +1.5% | -0.9% | +0.2% |
| 30D | -6.6% | -3.1% | -3.5% | -5.8% |
| 3M | -25.4% | +28.1% | -53.5% | -31.1% |
| 6M | +11.9% | +67.4% | -55.5% | -5.3% |
| YTD | +4.0% | +59.8% | -55.8% | -10.9% |
| 1Y | +1.0% | +45.6% | -44.6% | -11.3% |
| 3Y | +16.3% | +162.0% | -145.7% | -16.3% |
| All | +26.0% | +156.3% | -130.3% | -16.4% |
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