+19.7%
TECH vs LTH
+84.0%
-64.3%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.3% | -6.2% | -0.3% |
| 7D | +0.1% | +9.9% | -9.8% | -0.6% |
| 30D | +0.2% | +18.3% | -18.1% | -1.0% |
| 3M | +1.0% | +5.9% | -4.9% | +0.6% |
| 6M | +33.3% | +80.3% | -47.1% | +23.9% |
| YTD | +24.2% | +78.3% | -54.1% | +14.4% |
| 1Y | +19.7% | +81.0% | -61.3% | +8.8% |
| All | +19.7% | +84.0% | -64.3% | +8.8% |
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