+68.3%
PR vs AU
+42.6%
+25.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.9% | -7.9% | -0.4% |
| 7D | -12.4% | +20.8% | -33.2% | -10.7% |
| 30D | -6.6% | +5.5% | -12.1% | -5.6% |
| 3M | +7.5% | +3.9% | +3.6% | +8.8% |
| 6M | +10.8% | -5.4% | +16.2% | +11.9% |
| YTD | +57.0% | +20.7% | +36.3% | +61.8% |
| All | +68.3% | +42.6% | +25.7% | +70.9% |
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