+23.3%
BA vs TER
+998.2%
-974.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.4% | +5.4% | +1.5% |
| 7D | -1.1% | +14.4% | -15.5% | -5.2% |
| 30D | -7.1% | -30.6% | +23.4% | +1.4% |
| 3M | -25.5% | -39.2% | +13.6% | -16.6% |
| 6M | -28.7% | -31.3% | +2.6% | -26.4% |
| YTD | -21.0% | +29.1% | -50.1% | -36.9% |
| 1Y | -11.9% | +47.4% | -59.3% | -33.0% |
| 3Y | -16.2% | +191.2% | -207.4% | -56.3% |
| 5Y | -22.4% | +74.0% | -96.4% | -52.3% |
| All | +23.3% | +998.2% | -974.8% | -61.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling