+32.8%
NET vs AU
+100.5%
-67.6%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -1.9% |
| 7D | -7.0% | -3.6% | -3.3% | -6.9% |
| 30D | -4.8% | +23.9% | -28.7% | -5.4% |
| 3M | +3.8% | +19.1% | -15.3% | +2.8% |
| 6M | +50.0% | -0.2% | +50.2% | +48.0% |
| YTD | +41.5% | +32.5% | +9.0% | +34.3% |
| 1Y | +32.8% | +96.9% | -64.1% | +9.1% |
| All | +32.8% | +100.5% | -67.6% | +9.1% |
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