+707.7%
BE vs TER
+514.5%
+193.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.8% | -2.8% | -3.1% |
| 7D | +20.5% | +24.0% | -3.4% | +4.1% |
| 30D | -23.4% | -30.6% | +7.3% | -0.1% |
| 3M | -14.9% | -34.5% | +19.6% | +13.9% |
| 6M | -28.1% | -26.4% | -1.7% | -10.6% |
| YTD | +132.4% | +36.4% | +96.0% | +75.2% |
| 1Y | +59.4% | +47.4% | +11.9% | +16.1% |
| 3Y | +1,815.8% | +202.6% | +1,613.3% | +647.1% |
| 5Y | +491.3% | +83.9% | +407.4% | +226.3% |
| All | +707.7% | +514.5% | +193.2% | +131.1% |
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