+34,839.7%
LOW vs EFX
+6,208.7%
+28,631.1%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -0.6% |
| 7D | +0.4% | -7.8% | +8.2% | +3.4% |
| 30D | -10.1% | -5.7% | -4.4% | -8.3% |
| 3M | -2.9% | +2.5% | -5.4% | -4.4% |
| 6M | -19.4% | -16.7% | -2.7% | -14.7% |
| YTD | -15.4% | -20.2% | +4.7% | -9.9% |
| 1Y | -24.9% | -31.4% | +6.4% | -15.5% |
| 3Y | -7.8% | -10.5% | +2.7% | -8.8% |
| 5Y | +8.4% | -35.2% | +43.6% | +19.2% |
| 10Y | +226.8% | +40.2% | +186.6% | +158.0% |
| All | +34,839.7% | +6,208.7% | +28,631.1% | +8,631.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFX 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling