+59.7%
DIA vs TER
+188.5%
-128.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -5.4% | +5.5% | +0.7% |
| 7D | +2.1% | +14.4% | -12.2% | +0.7% |
| 30D | +1.5% | -30.6% | +32.1% | +4.7% |
| 3M | -2.4% | -39.2% | +36.8% | +1.6% |
| 6M | +6.0% | -31.3% | +37.2% | +7.3% |
| YTD | +10.1% | +29.1% | -19.0% | +1.3% |
| 1Y | +11.8% | +47.4% | -35.6% | +0.9% |
| 3Y | +59.7% | +191.2% | -131.5% | +24.1% |
| All | +59.7% | +188.5% | -128.8% | +24.1% |
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