+14.9%
DIA vs TER
+42.7%
-27.8%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -6.8% | +9.9% | +3.5% |
| 7D | +1.6% | -19.9% | +21.5% | +3.0% |
| 30D | +4.1% | -43.5% | +47.7% | +7.8% |
| 3M | -1.0% | -37.8% | +36.8% | +1.6% |
| 6M | +9.7% | -25.6% | +35.2% | +9.2% |
| YTD | +12.2% | +29.8% | -17.7% | +3.2% |
| 1Y | +14.9% | +43.2% | -28.3% | +4.2% |
| All | +14.9% | +42.7% | -27.8% | +4.2% |
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