-40.6%
NOW vs TER
+16.5%
-57.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.6% | -3.0% | +0.1% |
| 7D | -3.0% | -20.5% | +17.5% | -6.9% |
| 30D | -26.0% | -47.0% | +21.0% | -35.4% |
| 3M | -13.1% | -43.3% | +30.2% | -21.7% |
| 6M | +14.5% | -42.9% | +57.4% | +6.3% |
| YTD | -33.4% | +12.9% | -46.3% | -32.7% |
| 1Y | -40.6% | +18.2% | -58.8% | -40.4% |
| All | -40.6% | +16.5% | -57.1% | -40.4% |
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