+79.2%
PR vs AU
+6.3%
+72.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.1% |
| 7D | +6.0% | -7.2% | +13.2% | +5.3% |
| 30D | -4.2% | -2.9% | -1.3% | -4.1% |
| 3M | +10.0% | -8.7% | +18.6% | +10.0% |
| 6M | +15.6% | -14.1% | +29.8% | +15.7% |
| YTD | +68.2% | +4.8% | +63.4% | +71.7% |
| 1Y | +79.2% | +11.9% | +67.3% | +80.9% |
| All | +79.2% | +6.3% | +72.9% | +80.9% |
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