+455.3%
PL vs AU
+450.2%
+5.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +5.0% | +5.4% | +8.8% |
| 7D | -6.8% | +16.5% | -23.4% | -11.6% |
| 30D | -29.3% | +3.3% | -32.6% | -30.1% |
| 3M | -44.8% | +6.8% | -51.6% | -46.5% |
| 6M | -68.4% | -3.9% | -64.4% | -68.3% |
| YTD | -36.4% | +12.9% | -49.3% | -40.0% |
| 1Y | +0.7% | +43.5% | -42.8% | -11.5% |
| 3Y | +455.3% | +445.5% | +9.8% | +213.5% |
| All | +455.3% | +450.2% | +5.1% | +213.5% |
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