+158.7%
P vs AU
+624.5%
-465.8%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.8% | +1.8% |
| 7D | +7.8% | -0.3% | +8.1% | +7.9% |
| 30D | +12.3% | +12.8% | -0.5% | +9.9% |
| 3M | +37.1% | +28.5% | +8.6% | +30.8% |
| 6M | +66.1% | +4.8% | +61.3% | +62.3% |
| YTD | +50.9% | +31.0% | +20.0% | +42.9% |
| 1Y | +27.2% | +81.4% | -54.2% | +15.6% |
| 3Y | +158.7% | +618.4% | -459.8% | +92.6% |
| All | +158.7% | +624.5% | -465.8% | +92.6% |
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