+37,071.1%
ADI vs LOW
+35,323.5%
+1,747.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | +0.4% | -1.7% | +2.2% | +1.1% |
| 30D | -3.8% | -7.0% | +3.2% | -1.1% |
| 3M | -15.3% | -0.9% | -14.4% | -15.5% |
| 6M | +6.7% | -20.1% | +26.8% | +15.6% |
| YTD | +34.8% | -13.9% | +48.7% | +41.4% |
| 1Y | +49.0% | -21.1% | +70.2% | +61.5% |
| 3Y | +108.1% | -6.6% | +114.7% | +110.0% |
| 5Y | +142.4% | +9.4% | +133.1% | +128.8% |
| 10Y | +589.9% | +220.5% | +369.4% | +319.2% |
| All | +37,071.1% | +35,323.5% | +1,747.7% | +4,763.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling