+78.3%
PR vs AU
+83.9%
-5.6%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.4% | +1.2% |
| 7D | -0.6% | -0.3% | -0.3% | -0.6% |
| 30D | +17.4% | +12.8% | +4.6% | +18.6% |
| 3M | +21.8% | +28.5% | -6.7% | +24.9% |
| 6M | +27.6% | +4.8% | +22.8% | +30.4% |
| YTD | +71.4% | +31.0% | +40.5% | +74.7% |
| 1Y | +78.3% | +81.4% | -3.1% | +86.1% |
| All | +78.3% | +83.9% | -5.6% | +86.1% |
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