+2.2%
TEAM vs LTH
+46.4%
-44.3%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -1.8% | -5.2% | -6.9% |
| 7D | -5.7% | +1.5% | -7.2% | -5.7% |
| 30D | +18.3% | -3.1% | +21.4% | +18.4% |
| 3M | +80.2% | +28.1% | +52.1% | +82.8% |
| 6M | +111.0% | +67.4% | +43.6% | +105.9% |
| YTD | +8.8% | +59.8% | -51.0% | +7.8% |
| 1Y | +2.2% | +45.6% | -43.4% | +1.5% |
| All | +2.2% | +46.4% | -44.3% | +1.5% |
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 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