+494.4%
TEAM vs LOW
+233.5%
+260.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -5.2% | -3.7% | -1.5% | -3.5% |
| 30D | +15.8% | -8.9% | +24.6% | +20.7% |
| 3M | +101.5% | -10.4% | +111.9% | +112.0% |
| 6M | +138.2% | -19.4% | +157.6% | +159.2% |
| YTD | +10.8% | -17.1% | +27.9% | +18.1% |
| 1Y | +1.7% | -26.3% | +28.0% | +14.5% |
| 3Y | -16.0% | -9.9% | -6.2% | -15.1% |
| 5Y | -52.7% | +6.1% | -58.8% | -54.8% |
| All | +494.4% | +233.5% | +260.9% | +331.8% |
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