-39.8%
NOW vs TER
+41.9%
-81.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.4% | +7.0% | +0.7% |
| 7D | +0.3% | +14.4% | -14.1% | +2.7% |
| 30D | -27.0% | -30.6% | +3.6% | -32.6% |
| 3M | -19.6% | -39.2% | +19.5% | -27.2% |
| 6M | +17.5% | -31.3% | +48.7% | +12.4% |
| YTD | -33.3% | +29.1% | -62.3% | -30.0% |
| 1Y | -39.8% | +47.4% | -87.3% | -37.5% |
| All | -39.8% | +41.9% | -81.7% | -37.5% |
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