+1,394.6%
WDC vs LOW
-9.4%
+1,404.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.3% |
| 7D | +7.5% | -0.6% | +8.1% | +7.6% |
| 30D | +10.1% | -9.3% | +19.3% | +12.1% |
| 3M | -6.8% | -8.1% | +1.3% | -6.0% |
| 6M | +84.1% | -19.8% | +103.9% | +95.0% |
| YTD | +180.3% | -16.4% | +196.6% | +189.4% |
| 1Y | +411.1% | -24.7% | +435.7% | +452.0% |
| All | +1,394.6% | -9.4% | +1,404.0% | +1,321.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling