-0.3%
AAL vs TER
+210.1%
-210.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.2% | -5.9% | -2.6% |
| 7D | -0.3% | +11.0% | -11.3% | -2.6% |
| 30D | -19.0% | -1.9% | -17.1% | -19.0% |
| 3M | -5.1% | -0.7% | -4.4% | -7.7% |
| 6M | +15.5% | +36.4% | -20.9% | +1.5% |
| YTD | -15.8% | +92.4% | -108.2% | -32.0% |
| 1Y | -0.3% | +213.5% | -213.8% | -24.6% |
| All | -0.3% | +210.1% | -210.4% | -24.6% |
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