+790.9%
NOW vs LOW
+225.8%
+565.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.8% |
| 7D | -4.1% | -0.6% | -3.5% | -3.8% |
| 30D | +2.9% | -9.3% | +12.1% | +7.7% |
| 3M | +22.6% | -8.1% | +30.6% | +27.3% |
| 6M | +7.5% | -19.8% | +27.3% | +17.8% |
| YTD | -14.4% | -16.4% | +2.0% | -8.9% |
| 1Y | -29.8% | -24.7% | -5.1% | -21.4% |
| 3Y | +9.2% | -8.8% | +18.1% | +8.1% |
| 5Y | +0.8% | +7.8% | -7.0% | -8.4% |
| 10Y | +790.9% | +233.8% | +557.1% | +434.9% |
| All | +790.9% | +225.8% | +565.1% | +434.9% |
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