+44.9%
C vs AU
+100.5%
-55.6%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.0% | -0.1% |
| 7D | +3.6% | -3.6% | +7.3% | +3.9% |
| 30D | +0.1% | +23.9% | -23.8% | -2.0% |
| 3M | +2.4% | +19.1% | -16.7% | +0.2% |
| 6M | +24.9% | -0.2% | +25.1% | +22.6% |
| YTD | +19.8% | +32.5% | -12.7% | +15.6% |
| 1Y | +44.9% | +96.9% | -52.1% | +40.4% |
| All | +44.9% | +100.5% | -55.6% | +40.4% |
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