-10.6%
BA vs TER
+45.2%
-55.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.3% | -7.6% | 0.0% |
| 7D | -1.4% | +5.9% | -7.3% | -2.0% |
| 30D | -7.9% | -30.8% | +22.9% | -5.1% |
| 3M | -25.2% | -29.9% | +4.8% | -23.3% |
| 6M | -26.7% | -27.5% | +0.7% | -27.0% |
| YTD | -19.6% | +37.5% | -57.1% | -33.1% |
| 1Y | -10.6% | +50.3% | -60.8% | -29.4% |
| All | -10.6% | +45.2% | -55.8% | -29.4% |
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