+33.2%
BE vs TER
+30.5%
+2.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.1% | -4.2% |
| 7D | -13.4% | -8.9% | -4.5% | -6.9% |
| 30D | -33.9% | -39.1% | +5.2% | -5.2% |
| 3M | -12.0% | -32.8% | +20.8% | +16.3% |
| 6M | -29.0% | -31.7% | +2.8% | -6.0% |
| YTD | +113.4% | +26.9% | +86.5% | +8.7% |
| 1Y | +33.2% | +33.6% | -0.4% | -36.6% |
| All | +33.2% | +30.5% | +2.7% | -36.6% |
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 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