-42.5%
NOW vs TER
+30.5%
-73.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -3.1% |
| 7D | -8.7% | -8.9% | +0.1% | -10.3% |
| 30D | -29.3% | -39.1% | +9.8% | -36.6% |
| 3M | -21.8% | -32.8% | +10.9% | -27.3% |
| 6M | +9.2% | -31.7% | +41.0% | +4.4% |
| YTD | -35.0% | +26.9% | -61.9% | -33.0% |
| 1Y | -42.5% | +33.6% | -76.1% | -41.2% |
| All | -42.5% | +30.5% | -73.0% | -41.2% |
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