+211.0%
INTU vs LOW
+225.8%
-14.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.0% |
| 7D | -8.5% | -0.6% | -7.8% | -8.2% |
| 30D | -6.1% | -9.3% | +3.1% | -1.5% |
| 3M | +7.3% | -8.1% | +15.4% | +11.7% |
| 6M | -33.2% | -19.8% | -13.5% | -26.5% |
| YTD | -52.2% | -16.4% | -35.8% | -49.0% |
| 1Y | -52.7% | -24.7% | -28.0% | -46.9% |
| 3Y | -41.6% | -8.8% | -32.8% | -42.0% |
| 5Y | -42.6% | +7.8% | -50.4% | -47.7% |
| 10Y | +211.0% | +233.8% | -22.8% | +71.3% |
| All | +211.0% | +225.8% | -14.8% | +71.3% |
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 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