+10.7%
SNDU vs LTH
+77.2%
-66.6%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.8% | +6.3% | -22.1% | -13.9% |
| 7D | -48.0% | +9.9% | -57.9% | -46.3% |
| 30D | -66.4% | +18.3% | -84.7% | -64.7% |
| 3M | -58.7% | +5.9% | -64.7% | -57.0% |
| 6M | -68.6% | +80.3% | -148.9% | -72.6% |
| All | +10.7% | +77.2% | -66.6% | +1.1% |
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