+360.5%
BE vs TER
+203.7%
+156.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +5.4% | +1.9% | +3.4% |
| 7D | +20.0% | +0.6% | +19.4% | +19.3% |
| 30D | +7.9% | -8.3% | +16.2% | +14.6% |
| 3M | -13.2% | -12.2% | -1.0% | -5.2% |
| 6M | +53.5% | +17.0% | +36.4% | +22.2% |
| YTD | +191.0% | +84.6% | +106.4% | +45.5% |
| 1Y | +360.5% | +199.8% | +160.7% | +74.9% |
| All | +360.5% | +203.7% | +156.8% | +74.9% |
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 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