+6,169.9%
MU vs LOW
+225.8%
+5,944.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.8% | +3.3% |
| 7D | +7.5% | -0.6% | +8.1% | +7.9% |
| 30D | +19.4% | -9.3% | +28.6% | +25.2% |
| 3M | +9.8% | -8.1% | +17.9% | +13.1% |
| 6M | +164.1% | -19.8% | +183.9% | +189.2% |
| YTD | +260.3% | -16.4% | +276.7% | +283.2% |
| 1Y | +661.2% | -24.7% | +685.8% | +753.5% |
| 3Y | +1,380.8% | -8.8% | +1,389.7% | +1,362.4% |
| 5Y | +1,346.4% | +7.8% | +1,338.6% | +1,175.8% |
| 10Y | +6,169.9% | +233.8% | +5,936.1% | +3,020.7% |
| All | +6,169.9% | +225.8% | +5,944.1% | +3,020.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling