+7.7%
AAL vs TER
+42.7%
-34.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -6.8% | +13.1% | +7.6% |
| 7D | +8.3% | -19.9% | +28.2% | +12.7% |
| 30D | +6.2% | -43.5% | +49.8% | +18.4% |
| 3M | -17.7% | -37.8% | +20.1% | -10.8% |
| 6M | +15.4% | -25.6% | +41.0% | +14.4% |
| YTD | -11.1% | +29.8% | -40.9% | -28.0% |
| 1Y | +7.7% | +43.2% | -35.4% | -17.2% |
| All | +7.7% | +42.7% | -34.9% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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