+7,830.4%
MDT vs LOW
+34,691.1%
-26,860.7%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.5% |
| 7D | +0.4% | +0.4% | 0.0% | +0.3% |
| 30D | +6.0% | -10.1% | +16.1% | +8.7% |
| 3M | +15.5% | -2.9% | +18.4% | +16.2% |
| 6M | +3.4% | -19.4% | +22.8% | +8.7% |
| YTD | -2.2% | -15.4% | +13.3% | +1.4% |
| 1Y | +2.6% | -24.9% | +27.5% | +9.2% |
| 3Y | +27.5% | -7.8% | +35.3% | +28.0% |
| 5Y | -20.1% | +8.4% | -28.5% | -23.9% |
| 10Y | +39.1% | +226.8% | -187.7% | -1.2% |
| All | +7,830.4% | +34,691.1% | -26,860.7% | +1,630.3% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling