+1,003.0%
BE vs AU
+1,408.2%
-405.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.5% | +6.2% | +6.5% |
| 7D | +9.0% | -4.3% | +13.3% | +10.5% |
| 30D | +16.3% | +7.3% | +9.0% | +13.1% |
| 3M | +10.8% | +26.3% | -15.5% | +2.0% |
| 6M | +73.2% | +1.8% | +71.4% | +68.6% |
| YTD | +217.4% | +26.8% | +190.5% | +188.9% |
| 1Y | +309.8% | +66.7% | +243.1% | +245.2% |
| 3Y | +1,726.2% | +579.1% | +1,147.1% | +869.8% |
| 5Y | +1,306.2% | +689.3% | +616.8% | +595.5% |
| All | +1,003.0% | +1,408.2% | -405.2% | +360.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling