+412.6%
WDC vs LTH
+46.4%
+366.1%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.8% | +3.9% | +2.3% |
| 7D | +6.0% | +1.5% | +4.5% | +5.9% |
| 30D | +9.9% | -3.1% | +13.0% | +10.2% |
| 3M | -9.4% | +28.1% | -37.5% | -13.3% |
| 6M | +94.7% | +67.4% | +27.3% | +78.6% |
| YTD | +177.4% | +59.8% | +117.6% | +155.1% |
| 1Y | +412.6% | +45.6% | +367.0% | +434.8% |
| All | +412.6% | +46.4% | +366.1% | +434.8% |
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