+521.8%
NOW vs TER
+1,093.5%
-571.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.3% | -5.1% | +1.2% |
| 7D | -5.6% | +5.9% | -11.5% | -7.2% |
| 30D | -26.8% | -30.8% | +4.0% | -20.5% |
| 3M | -19.4% | -29.9% | +10.5% | -14.4% |
| 6M | +12.3% | -27.5% | +39.8% | +11.6% |
| YTD | -32.9% | +37.5% | -70.4% | -50.5% |
| 1Y | -40.3% | +50.3% | -90.6% | -57.7% |
| 3Y | -19.1% | +204.9% | -223.9% | -62.7% |
| 5Y | -24.4% | +89.2% | -113.5% | -58.3% |
| 10Y | +521.8% | +1,077.0% | -555.1% | +12.7% |
| All | +521.8% | +1,093.5% | -571.7% | +12.7% |
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