+235.2%
INTU vs LOW
+292.3%
-57.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.1% | +0.2% |
| 7D | -4.1% | +0.1% | -4.2% | -4.2% |
| 30D | +12.8% | +21.3% | -8.4% | +2.7% |
| 3M | +2.1% | +6.0% | -3.9% | -0.8% |
| 6M | -11.5% | +2.6% | -14.1% | -13.0% |
| YTD | -47.9% | -3.6% | -44.3% | -48.2% |
| 1Y | -47.7% | -1.0% | -46.7% | -48.8% |
| 3Y | -34.0% | +24.2% | -58.1% | -44.2% |
| 5Y | -43.5% | +6.3% | -49.9% | -48.5% |
| All | +235.2% | +292.3% | -57.1% | +73.3% |
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