+55.3%
BE vs AU
+42.5%
+12.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +8.0% | -14.3% | -10.1% |
| 7D | -12.1% | +0.8% | -12.9% | -12.7% |
| 30D | -30.1% | -7.0% | -23.1% | -27.7% |
| 3M | -12.1% | +8.5% | -20.7% | -17.1% |
| 6M | -30.6% | -1.3% | -29.3% | -32.0% |
| YTD | +130.6% | +6.8% | +123.9% | +107.4% |
| 1Y | +55.3% | +44.6% | +10.7% | +8.2% |
| All | +55.3% | +42.5% | +12.8% | +8.2% |
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