+88.6%
AG vs AU
+72.0%
+16.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.4% |
| 7D | -6.7% | -4.3% | -2.5% | -2.8% |
| 30D | +2.2% | +7.3% | -5.1% | -5.3% |
| 3M | +15.7% | +26.3% | -10.6% | -8.5% |
| 6M | -23.8% | +1.8% | -25.6% | -26.5% |
| YTD | +17.6% | +26.8% | -9.2% | -6.0% |
| 1Y | +88.6% | +66.7% | +21.9% | +15.2% |
| All | +88.6% | +72.0% | +16.6% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling