-0.2%
WY vs LTH
+84.0%
-84.2%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +6.3% | -0.7% | +4.5% |
| 7D | +13.3% | +9.9% | +3.5% | +11.4% |
| 30D | +17.6% | +18.3% | -0.7% | +14.2% |
| 3M | -15.0% | +5.9% | -21.0% | -16.0% |
| 6M | -5.9% | +80.3% | -86.2% | -14.6% |
| YTD | -5.7% | +78.3% | -84.0% | -14.9% |
| 1Y | -0.2% | +81.0% | -81.2% | -10.8% |
| All | -0.2% | +84.0% | -84.2% | -10.8% |
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