+227.1%
LOW vs GEN
+157.3%
+69.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.2% |
| 7D | -2.6% | -4.3% | +1.7% | -1.7% |
| 30D | -11.1% | +3.8% | -14.9% | -12.0% |
| 3M | -8.5% | +22.3% | -30.8% | -12.6% |
| 6M | -20.8% | +39.0% | -59.8% | -27.1% |
| YTD | -17.2% | +11.9% | -29.1% | -20.0% |
| 1Y | -24.7% | +4.5% | -29.2% | -26.2% |
| 3Y | -9.7% | +59.0% | -68.7% | -20.3% |
| 5Y | +6.0% | +22.0% | -16.0% | -2.5% |
| All | +227.1% | +157.3% | +69.8% | +146.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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