+532.2%
BE vs AU
+381.3%
+150.8%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.5% | -3.4% | -4.3% |
| 7D | +10.8% | -7.2% | +18.0% | +14.2% |
| 30D | -19.8% | -2.9% | -16.9% | -18.9% |
| 3M | -18.7% | -8.7% | -10.1% | -16.3% |
| 6M | -33.7% | -14.1% | -19.6% | -30.6% |
| YTD | +121.0% | +4.8% | +116.2% | +111.7% |
| 1Y | +85.4% | +11.9% | +73.5% | +73.7% |
| 3Y | +1,709.5% | +513.8% | +1,195.7% | +759.7% |
| All | +532.2% | +381.3% | +150.8% | +177.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling