+48.4%
UBER vs LTH
+152.0%
-103.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.2% |
| 7D | -7.0% | -4.0% | -3.0% | -5.7% |
| 30D | -8.9% | -1.7% | -7.2% | -8.5% |
| 3M | +1.0% | +28.0% | -27.0% | -7.6% |
| 6M | -3.7% | +54.1% | -57.8% | -18.2% |
| YTD | -13.0% | +57.1% | -70.1% | -27.1% |
| 1Y | -25.5% | +45.8% | -71.3% | -36.2% |
| 3Y | +50.5% | +157.6% | -107.1% | -1.0% |
| All | +48.4% | +152.0% | -103.6% | -10.2% |
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