+651.5%
ADI vs LOW
+233.5%
+418.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.1% | +4.7% | +4.8% |
| 7D | +4.6% | -3.7% | +8.3% | +6.6% |
| 30D | -1.2% | -8.9% | +7.7% | +3.4% |
| 3M | -7.8% | -10.4% | +2.6% | -3.3% |
| 6M | +19.3% | -19.4% | +38.7% | +31.7% |
| YTD | +40.9% | -17.1% | +58.0% | +52.5% |
| 1Y | +54.5% | -26.3% | +80.8% | +77.3% |
| 3Y | +123.4% | -9.9% | +133.3% | +128.3% |
| 5Y | +142.3% | +6.1% | +136.2% | +124.9% |
| All | +651.5% | +233.5% | +418.0% | +321.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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