+1,449.6%
NET vs AU
+566.2%
+883.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.4% | -1.7% |
| 7D | -7.0% | -3.6% | -3.3% | -6.5% |
| 30D | -4.8% | +23.9% | -28.7% | -7.4% |
| 3M | +3.8% | +19.1% | -15.3% | +1.3% |
| 6M | +50.0% | -0.2% | +50.2% | +48.1% |
| YTD | +41.5% | +32.5% | +9.0% | +33.4% |
| 1Y | +32.8% | +96.9% | -64.1% | +17.8% |
| 3Y | +335.9% | +614.7% | -278.9% | +212.6% |
| 5Y | +113.8% | +647.7% | -533.9% | +50.3% |
| All | +1,449.6% | +566.2% | +883.3% | +1,084.7% |
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