+418.8%
BE vs TER
+210.1%
+208.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.2% | +5.4% | +6.6% |
| 7D | +29.8% | +11.0% | +18.8% | +20.7% |
| 30D | +26.4% | -1.9% | +28.3% | +27.9% |
| 3M | +9.3% | -0.7% | +10.0% | +10.5% |
| 6M | +105.1% | +36.4% | +68.7% | +41.5% |
| YTD | +219.0% | +92.4% | +126.6% | +55.9% |
| 1Y | +418.8% | +213.5% | +205.2% | +97.3% |
| All | +418.8% | +210.1% | +208.6% | +97.3% |
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