+208.1%
C vs TER
+150.3%
+57.8%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | +0.1% |
| 7D | -2.4% | -20.5% | +18.1% | +1.4% |
| 30D | -6.0% | -47.0% | +41.0% | +4.6% |
| 3M | -10.5% | -43.3% | +32.7% | -2.4% |
| 6M | -5.7% | -42.9% | +37.2% | +0.4% |
| YTD | +4.1% | +12.9% | -8.7% | -6.1% |
| 1Y | +20.5% | +18.2% | +2.3% | +7.4% |
| 3Y | +208.1% | +151.8% | +56.3% | +108.1% |
| All | +208.1% | +150.3% | +57.8% | +108.1% |
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 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