+73.5%
BA vs TER
+1,661.5%
-1,588.0%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.5% | -4.7% | -0.8% |
| 7D | +1.2% | +0.6% | +0.5% | +0.9% |
| 30D | -11.6% | -8.3% | -3.4% | -9.9% |
| 3M | -2.4% | -12.2% | +9.8% | -2.6% |
| 6M | -6.6% | +17.1% | -23.7% | -17.8% |
| YTD | -2.2% | +84.7% | -86.9% | -27.7% |
| 1Y | -8.0% | +199.9% | -207.9% | -44.5% |
| 3Y | -5.0% | +232.8% | -237.8% | -49.7% |
| 5Y | -2.7% | +198.6% | -201.3% | -49.2% |
| All | +73.5% | +1,661.5% | -1,588.0% | -55.6% |
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 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