+199.8%
TER vs AU
+100.5%
+99.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.3% | +7.8% | +6.5% |
| 7D | +0.6% | -3.6% | +4.2% | +2.1% |
| 30D | -8.3% | +23.9% | -32.2% | -18.1% |
| 3M | -12.2% | +19.1% | -31.3% | -20.7% |
| 6M | +17.0% | -0.2% | +17.2% | +12.8% |
| YTD | +84.6% | +32.5% | +52.1% | +60.8% |
| 1Y | +199.8% | +96.9% | +102.9% | +122.3% |
| All | +199.8% | +100.5% | +99.3% | +122.3% |
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