+269.3%
C vs AU
+624.5%
-355.2%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | +3.2% | -0.3% | +3.4% | +3.2% |
| 30D | +1.3% | +12.8% | -11.5% | +0.3% |
| 3M | +3.1% | +28.5% | -25.3% | +1.0% |
| 6M | +29.6% | +4.8% | +24.8% | +28.1% |
| YTD | +19.0% | +31.0% | -12.0% | +15.7% |
| 1Y | +45.6% | +81.4% | -35.8% | +39.0% |
| 3Y | +269.3% | +618.4% | -349.2% | +201.9% |
| All | +269.3% | +624.5% | -355.2% | +201.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling