+206.6%
C vs TER
+144.0%
+62.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -15.2% | +10.2% | -2.3% |
| 7D | -5.3% | -28.2% | +22.9% | +0.1% |
| 30D | -7.3% | -50.6% | +43.2% | +4.4% |
| 3M | -13.5% | -45.3% | +31.9% | -5.0% |
| 6M | -6.5% | -40.4% | +33.9% | -1.4% |
| YTD | +3.6% | +10.0% | -6.4% | -6.1% |
| 1Y | +18.9% | +13.6% | +5.3% | +6.8% |
| All | +206.6% | +144.0% | +62.5% | +108.0% |
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