+20.6%
TECH vs LTH
+79.8%
-59.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.1% |
| 7D | +0.1% | -1.3% | +1.4% | +0.2% |
| 30D | +0.5% | +15.7% | -15.1% | -0.4% |
| 3M | +1.1% | +5.0% | -3.9% | +0.8% |
| 6M | +62.8% | +37.7% | +25.2% | +60.6% |
| YTD | +24.5% | +75.0% | -50.6% | +16.0% |
| 1Y | +20.6% | +82.6% | -62.0% | +9.0% |
| All | +20.6% | +79.8% | -59.1% | +9.0% |
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