+20.2%
COST vs TER
+46.6%
-26.4%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | +2.5% | +24.0% | -21.5% | +4.0% |
| 30D | +14.6% | -30.6% | +45.2% | +12.3% |
| 3M | +15.2% | -34.5% | +49.7% | +12.9% |
| 6M | +7.2% | -26.4% | +33.6% | +6.1% |
| YTD | +27.4% | +36.4% | -9.0% | +23.7% |
| 1Y | +20.2% | +47.4% | -27.2% | +16.6% |
| All | +20.2% | +46.6% | -26.4% | +16.6% |
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