+8,087.4%
PWR vs LOW
+4,878.8%
+3,208.6%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +11.3% | +1.4% | +9.9% | +10.7% |
| 30D | -8.9% | +21.7% | -30.6% | -17.9% |
| 3M | -10.5% | +5.0% | -15.5% | -13.8% |
| 6M | -22.2% | +4.6% | -26.8% | -25.8% |
| YTD | +42.7% | -3.5% | +46.2% | +40.5% |
| 1Y | +41.1% | +0.5% | +40.6% | +35.7% |
| 3Y | +242.7% | +24.8% | +217.9% | +190.2% |
| 5Y | +418.5% | +6.5% | +412.1% | +366.6% |
| 10Y | +1,855.0% | +294.6% | +1,560.4% | +757.9% |
| All | +8,087.4% | +4,878.8% | +3,208.6% | +1,227.0% |
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