+36.3%
DIS vs LOW
+309.5%
-273.3%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +4.4% | +8.7% | -4.3% | +0.9% |
| 30D | +10.3% | +25.5% | -15.1% | +0.4% |
| 3M | +15.5% | +6.6% | +8.9% | +12.2% |
| 6M | +11.2% | +2.4% | +8.8% | +9.5% |
| YTD | +5.6% | -1.7% | +7.3% | +5.3% |
| 1Y | +7.7% | +1.7% | +6.1% | +5.8% |
| 3Y | +39.3% | +26.6% | +12.7% | +23.4% |
| 5Y | -29.5% | +10.1% | -39.7% | -35.1% |
| 10Y | +36.3% | +303.3% | -267.0% | -20.8% |
| All | +36.3% | +309.5% | -273.3% | -20.8% |
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