+321.5%
CSCO vs TER
+1,026.7%
-705.2%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +12.7% | -7.6% | +2.1% |
| 7D | -2.9% | -5.8% | +2.8% | -1.8% |
| 30D | -16.7% | -38.9% | +22.2% | -7.1% |
| 3M | -18.4% | -35.1% | +16.7% | -11.1% |
| 6M | +2.9% | -31.6% | +34.5% | +8.2% |
| YTD | +30.4% | +27.2% | +3.2% | +13.8% |
| 1Y | +41.4% | +35.2% | +6.2% | +21.1% |
| 3Y | +104.7% | +192.8% | -88.1% | +30.2% |
| 5Y | +96.9% | +72.4% | +24.5% | +40.8% |
| 10Y | +321.5% | +1,001.8% | -680.4% | +59.7% |
| All | +321.5% | +1,026.7% | -705.2% | +59.7% |
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