+1.3%
AGG vs LOW
-20.7%
+22.0%
-2.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | 0.0% |
| 7D | -0.2% | -1.7% | +1.6% | -0.1% |
| 30D | -0.4% | -7.0% | +6.7% | +0.1% |
| 3M | -0.7% | -0.9% | +0.2% | -0.6% |
| 6M | -1.5% | -20.1% | +18.6% | -0.5% |
| YTD | -0.3% | -13.9% | +13.7% | +0.5% |
| 1Y | +1.3% | -21.1% | +22.5% | +3.3% |
| All | +1.3% | -20.7% | +22.0% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling