+575.6%
AU vs BEN
+51.0%
+524.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.3% | -2.9% | -3.9% |
| 7D | -7.0% | +0.3% | -7.3% | -7.1% |
| 30D | +7.3% | +0.9% | +6.4% | +7.1% |
| 3M | +33.2% | +9.2% | +24.0% | +30.1% |
| 6M | -0.6% | +36.8% | -37.4% | -7.5% |
| YTD | +26.2% | +44.4% | -18.2% | +15.6% |
| 1Y | +68.3% | +45.8% | +22.4% | +53.6% |
| All | +575.6% | +51.0% | +524.5% | +490.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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