+417.3%
LIN vs LOW
+328.1%
+89.2%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | -0.2% |
| 7D | +0.1% | +6.4% | -6.3% | -2.1% |
| 30D | +7.6% | +25.6% | -18.0% | -1.1% |
| 3M | +6.5% | +4.6% | +2.0% | +4.5% |
| 6M | +6.2% | +2.5% | +3.7% | +4.5% |
| YTD | +23.2% | -1.6% | +24.9% | +22.2% |
| 1Y | +25.4% | +1.7% | +23.7% | +22.6% |
| 3Y | +38.3% | +29.4% | +8.9% | +21.0% |
| 5Y | +64.4% | +9.6% | +54.8% | +50.6% |
| 10Y | +417.3% | +313.3% | +104.0% | +196.2% |
| All | +417.3% | +328.1% | +89.2% | +196.2% |
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