+31.8%
BA vs LOW
+304.2%
-272.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.2% | +1.7% | +1.2% |
| 7D | +1.1% | +7.4% | -6.3% | -3.0% |
| 30D | -7.9% | +24.5% | -32.4% | -18.9% |
| 3M | -25.3% | +3.5% | -28.8% | -27.2% |
| 6M | -24.6% | -2.6% | -22.0% | -24.3% |
| YTD | -20.1% | -4.8% | -15.3% | -19.2% |
| 1Y | -11.8% | -0.8% | -11.0% | -13.2% |
| 3Y | -10.1% | +22.8% | -32.9% | -24.8% |
| 5Y | -22.7% | +5.3% | -28.1% | -31.1% |
| All | +31.8% | +304.2% | -272.5% | -46.6% |
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