+1,709.5%
BE vs TER
+188.5%
+1,521.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -5.4% | +0.5% | -1.5% |
| 7D | +10.8% | +14.4% | -3.5% | +2.3% |
| 30D | -19.8% | -30.6% | +10.8% | +1.4% |
| 3M | -18.7% | -39.2% | +20.5% | +10.5% |
| 6M | -33.7% | -31.3% | -2.5% | -15.1% |
| YTD | +121.0% | +29.1% | +91.9% | +86.0% |
| 1Y | +85.4% | +47.4% | +38.0% | +46.8% |
| 3Y | +1,709.5% | +191.2% | +1,518.3% | +707.2% |
| All | +1,709.5% | +188.5% | +1,521.0% | +707.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling