+28.1%
BA vs LOW
+328.1%
-300.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.4% | -4.0% | -2.5% |
| 7D | -1.7% | +6.4% | -8.1% | -5.2% |
| 30D | -9.5% | +25.6% | -35.0% | -20.6% |
| 3M | -26.5% | +4.6% | -31.0% | -28.8% |
| 6M | -27.4% | +2.5% | -29.9% | -29.1% |
| YTD | -20.6% | -1.6% | -19.0% | -21.2% |
| 1Y | -11.4% | +1.7% | -13.2% | -14.1% |
| 3Y | -10.8% | +29.4% | -40.3% | -27.7% |
| 5Y | -21.9% | +9.6% | -31.5% | -32.0% |
| 10Y | +28.1% | +313.3% | -285.2% | -48.1% |
| All | +28.1% | +328.1% | -300.0% | -48.1% |
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