+1,616.9%
BE vs TER
+150.3%
+1,466.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.8% |
| 7D | -14.7% | -20.5% | +5.7% | -1.1% |
| 30D | -40.5% | -47.0% | +6.5% | -11.4% |
| 3M | -24.3% | -43.3% | +18.9% | +7.2% |
| 6M | -39.3% | -42.9% | +3.6% | -13.4% |
| YTD | +99.4% | +12.9% | +86.5% | +82.6% |
| 1Y | +26.6% | +18.2% | +8.4% | +14.8% |
| 3Y | +1,616.9% | +151.8% | +1,465.2% | +841.4% |
| All | +1,616.9% | +150.3% | +1,466.6% | +841.4% |
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