+198.7%
B vs AU
+624.5%
-425.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.3% | -0.8% |
| 7D | +2.3% | -0.3% | +2.6% | +2.5% |
| 30D | +1.4% | +12.8% | -11.4% | -5.6% |
| 3M | +12.2% | +28.5% | -16.3% | -3.2% |
| 6M | -2.1% | +4.8% | -6.9% | -6.2% |
| YTD | +2.9% | +31.0% | -28.0% | -12.8% |
| 1Y | +55.3% | +81.4% | -26.1% | +10.9% |
| 3Y | +198.7% | +618.4% | -419.7% | +6.6% |
| All | +198.7% | +624.5% | -425.8% | +6.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling