+46.2%
UBER vs LTH
+186.2%
-140.0%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.7% | -2.0% |
| 7D | +5.2% | +6.4% | -1.2% | +3.0% |
| 30D | -2.0% | +16.7% | -18.8% | -7.3% |
| 3M | -10.2% | +11.7% | -21.9% | -13.9% |
| 6M | -7.2% | +48.5% | -55.7% | -19.8% |
| YTD | -14.3% | +78.4% | -92.7% | -31.4% |
| 1Y | -25.6% | +89.7% | -115.2% | -41.9% |
| 3Y | +35.8% | +245.6% | -209.8% | -19.5% |
| 5Y | +61.5% | +142.7% | -81.2% | -5.8% |
| All | +46.2% | +186.2% | -140.0% | -15.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling