+77.4%
LNG vs AU
+577.5%
-500.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.2% |
| 7D | -4.7% | -4.3% | -0.4% | -4.6% |
| 30D | +3.8% | +7.3% | -3.5% | +3.7% |
| 3M | +16.2% | +26.3% | -10.2% | +15.7% |
| 6M | +11.7% | +1.8% | +9.9% | +11.9% |
| YTD | +44.2% | +26.8% | +17.4% | +41.3% |
| 1Y | +18.6% | +66.7% | -48.1% | +12.7% |
| 3Y | +77.4% | +579.1% | -501.7% | +43.6% |
| All | +77.4% | +577.5% | -500.1% | +43.6% |
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