+770.0%
WDC vs LOW
+25.3%
+744.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.1% | -5.1% | -5.0% |
| 7D | +12.1% | +1.4% | +10.7% | +11.9% |
| 30D | -18.8% | +21.7% | -40.5% | -21.0% |
| 3M | -39.3% | +5.0% | -44.3% | -39.4% |
| 6M | -40.1% | +4.6% | -44.7% | -40.5% |
| YTD | +71.8% | -3.5% | +75.3% | +74.0% |
| 1Y | +88.5% | +0.5% | +87.9% | +87.3% |
| 3Y | +770.0% | +24.8% | +745.2% | +705.3% |
| All | +770.0% | +25.3% | +744.6% | +705.3% |
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 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