+55.3%
BE vs TER
+42.7%
+12.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -6.8% | +0.5% | -1.4% |
| 7D | -12.1% | -19.9% | +7.7% | +3.2% |
| 30D | -30.1% | -43.5% | +13.4% | +5.4% |
| 3M | -12.1% | -37.8% | +25.6% | +22.2% |
| 6M | -30.6% | -25.6% | -5.0% | -13.1% |
| YTD | +130.6% | +29.8% | +100.8% | +14.9% |
| 1Y | +55.3% | +43.2% | +12.1% | -32.8% |
| All | +55.3% | +42.7% | +12.6% | -32.8% |
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