+84.6%
TGT vs LTH
+54.1%
+30.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | +0.2% |
| 7D | +0.8% | -0.6% | +1.4% | +0.9% |
| 30D | +12.2% | -4.6% | +16.8% | +13.1% |
| 3M | +33.8% | +32.8% | +1.0% | +27.5% |
| 6M | +39.3% | +64.6% | -25.3% | +28.0% |
| YTD | +72.9% | +62.6% | +10.2% | +59.6% |
| 1Y | +84.6% | +49.9% | +34.6% | +71.1% |
| All | +84.6% | +54.1% | +30.4% | +71.1% |
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