+13.0%
AAL vs TER
+205.0%
-192.0%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.8% | -4.8% | -5.4% |
| 7D | +2.9% | +24.0% | -21.0% | -3.7% |
| 30D | +6.5% | -30.6% | +37.1% | +17.6% |
| 3M | -10.9% | -34.5% | +23.6% | -1.1% |
| 6M | +4.9% | -26.4% | +31.2% | +6.7% |
| YTD | -13.2% | +36.4% | -49.6% | -34.3% |
| 1Y | -1.1% | +47.4% | -48.5% | -27.9% |
| All | +13.0% | +205.0% | -192.0% | -49.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling