+289.5%
C vs AU
+730.4%
-440.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.1% | +0.8% |
| 7D | +2.6% | +0.6% | +1.9% | +2.6% |
| 30D | +1.9% | +12.3% | -10.4% | +1.6% |
| 3M | +2.8% | +29.4% | -26.6% | +2.0% |
| 6M | +30.6% | +3.2% | +27.3% | +30.0% |
| YTD | +19.9% | +31.8% | -11.9% | +18.8% |
| 1Y | +44.6% | +83.4% | -38.8% | +42.6% |
| 3Y | +272.1% | +623.1% | -351.0% | +259.0% |
| 5Y | +132.0% | +700.5% | -568.5% | +124.3% |
| All | +289.5% | +730.4% | -440.9% | +300.0% |
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