+233.8%
LOW vs CAPR
-77.3%
+311.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.6% | +3.5% | -1.0% |
| 7D | -0.6% | -12.6% | +12.0% | -0.4% |
| 30D | -9.3% | +124.4% | -133.7% | -10.6% |
| 3M | -8.1% | -66.8% | +58.7% | -7.6% |
| 6M | -19.8% | -71.8% | +52.0% | -19.2% |
| YTD | -16.4% | -70.1% | +53.7% | -15.9% |
| 1Y | -24.7% | +33.3% | -58.0% | -28.6% |
| 3Y | -8.8% | +36.7% | -45.5% | -16.0% |
| 5Y | +7.8% | +72.5% | -64.7% | -2.2% |
| 10Y | +233.8% | -77.3% | +311.1% | +187.8% |
| All | +233.8% | -77.3% | +311.1% | +187.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CAPR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling