+292.5%
LOW vs AMC
-98.8%
+391.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | -1.7% |
| 7D | +0.1% | +8.4% | -8.3% | 0.0% |
| 30D | +21.3% | +9.2% | +12.1% | +21.1% |
| 3M | +6.0% | +32.0% | -26.0% | +5.5% |
| 6M | +2.6% | +149.3% | -146.7% | +0.7% |
| YTD | -3.6% | +114.1% | -117.7% | -5.2% |
| 1Y | -1.0% | +35.8% | -36.7% | -2.0% |
| 3Y | +24.2% | -58.3% | +82.5% | +23.8% |
| 5Y | +6.3% | -99.2% | +105.5% | +9.0% |
| All | +292.5% | -98.8% | +391.3% | +252.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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