+291.0%
AUMI price history and return analytics
+68.6%
+222.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | -0.1% |
| 7D | -3.5% | -1.1% | -2.4% | -2.2% |
| 30D | +4.8% | -1.0% | +5.8% | +6.2% |
| 3M | +26.1% | +3.2% | +22.9% | +22.1% |
| 6M | -6.9% | +12.5% | -19.4% | -16.8% |
| YTD | +8.7% | +14.1% | -5.4% | -3.5% |
| 1Y | +35.2% | +18.9% | +16.3% | +16.3% |
| All | +291.0% | +68.6% | +222.4% | +121.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 all: compounded portfolio wealth divided by compounded VT 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…
all analysis · Full analysis span regression · 6 months rolling