+26.2%
MAR vs TE
+132.3%
-106.1%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.1% |
| 7D | -4.2% | -4.0% | -0.2% | -4.2% |
| 30D | -6.7% | -15.9% | +9.2% | -6.7% |
| 3M | -12.5% | -60.5% | +48.1% | -11.9% |
| 6M | +0.6% | -35.2% | +35.8% | +0.5% |
| YTD | +9.1% | -31.1% | +40.3% | +8.9% |
| 1Y | +26.2% | +148.6% | -122.4% | +21.4% |
| All | +26.2% | +132.3% | -106.1% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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