+293.4%
C vs TER
+1,661.5%
-1,368.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.5% | -5.8% | -1.9% |
| 7D | +3.6% | +0.6% | +3.0% | +3.3% |
| 30D | +0.1% | -8.3% | +8.3% | +2.1% |
| 3M | +2.4% | -12.2% | +14.6% | +2.7% |
| 6M | +24.9% | +17.1% | +7.9% | +11.2% |
| YTD | +19.8% | +84.7% | -64.9% | -9.1% |
| 1Y | +44.9% | +199.9% | -155.1% | -8.9% |
| 3Y | +263.0% | +232.8% | +30.2% | +104.3% |
| 5Y | +129.5% | +198.6% | -69.0% | +25.5% |
| All | +293.4% | +1,661.5% | -1,368.0% | +3.1% |
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