+504.6%
NOW vs TER
+1,026.7%
-522.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.7% | -12.0% | -2.3% |
| 7D | -3.1% | -5.8% | +2.7% | -2.1% |
| 30D | -27.0% | -38.9% | +11.9% | -18.3% |
| 3M | -17.7% | -35.1% | +17.4% | -10.9% |
| 6M | +12.7% | -31.6% | +44.3% | +13.4% |
| YTD | -32.9% | +27.2% | -60.2% | -49.5% |
| 1Y | -40.4% | +35.2% | -75.6% | -56.5% |
| 3Y | -17.1% | +192.8% | -209.9% | -61.7% |
| 5Y | -25.7% | +72.4% | -98.1% | -58.0% |
| 10Y | +504.6% | +1,001.8% | -497.2% | +8.8% |
| All | +504.6% | +1,026.7% | -522.1% | +8.8% |
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