+2,521.4%
PWR vs LOW
+233.5%
+2,287.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.1% | +5.0% | +5.1% |
| 7D | +4.2% | -3.7% | +7.9% | +6.0% |
| 30D | -4.0% | -8.9% | +4.8% | -0.1% |
| 3M | -4.8% | -10.4% | +5.6% | -1.0% |
| 6M | +14.6% | -19.4% | +34.0% | +24.8% |
| YTD | +54.2% | -17.1% | +71.4% | +64.9% |
| 1Y | +67.1% | -26.3% | +93.4% | +88.3% |
| 3Y | +218.5% | -9.9% | +228.3% | +218.4% |
| 5Y | +466.3% | +6.1% | +460.2% | +411.1% |
| All | +2,521.4% | +233.5% | +2,287.9% | +1,203.3% |
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 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