+37.6%
TECH vs LTH
+54.1%
-16.5%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | +0.1% | -0.6% | +0.8% | +0.2% |
| 30D | +0.7% | -4.6% | +5.3% | +1.1% |
| 3M | +36.3% | +32.8% | +3.5% | +33.5% |
| 6M | +25.6% | +64.6% | -39.0% | +16.7% |
| YTD | +23.7% | +62.6% | -39.0% | +14.6% |
| 1Y | +37.6% | +49.9% | -12.3% | +38.3% |
| All | +37.6% | +54.1% | -16.5% | +38.3% |
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 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