+1,972.6%
NOW vs LOW
+950.8%
+1,021.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | +0.2% |
| 7D | -3.0% | +7.4% | -10.4% | -6.5% |
| 30D | -26.0% | +24.5% | -50.5% | -34.3% |
| 3M | -13.1% | +3.5% | -16.6% | -15.5% |
| 6M | +14.5% | -2.6% | +17.1% | +13.8% |
| YTD | -33.4% | -4.8% | -28.6% | -34.2% |
| 1Y | -40.6% | -0.8% | -39.8% | -42.7% |
| 3Y | -16.3% | +22.8% | -39.1% | -29.8% |
| 5Y | -26.3% | +5.3% | -31.6% | -33.2% |
| 10Y | +512.7% | +309.5% | +203.2% | +164.4% |
| All | +1,972.6% | +950.8% | +1,021.7% | +656.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling