+20.5%
C vs TER
+16.5%
+4.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.1% |
| 7D | -2.4% | -20.5% | +18.1% | +0.7% |
| 30D | -6.0% | -47.0% | +41.0% | +2.6% |
| 3M | -10.5% | -43.3% | +32.7% | -3.9% |
| 6M | -5.7% | -42.9% | +37.2% | -1.2% |
| YTD | +4.1% | +12.9% | -8.7% | -9.7% |
| 1Y | +20.5% | +18.2% | +2.3% | +2.6% |
| All | +20.5% | +16.5% | +4.0% | +2.6% |
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