+43.4%
C vs AU
+72.0%
-28.5%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | +0.8% | -4.3% | +5.1% | +1.1% |
| 30D | +0.9% | +7.3% | -6.4% | +0.1% |
| 3M | +1.1% | +26.3% | -25.3% | -1.6% |
| 6M | +28.4% | +1.8% | +26.6% | +26.2% |
| YTD | +20.8% | +26.8% | -6.1% | +16.6% |
| 1Y | +43.4% | +66.7% | -23.2% | +37.3% |
| All | +43.4% | +72.0% | -28.5% | +37.3% |
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 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