-16.0%
NOW vs TER
+144.0%
-160.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -15.2% | +9.3% | -6.0% |
| 7D | -6.7% | -28.2% | +21.5% | -7.0% |
| 30D | -25.8% | -50.6% | +24.8% | -27.0% |
| 3M | -12.7% | -45.3% | +32.7% | -13.6% |
| 6M | +11.2% | -40.4% | +51.6% | +8.9% |
| YTD | -33.2% | +10.0% | -43.2% | -40.9% |
| 1Y | -41.8% | +13.6% | -55.4% | -49.0% |
| All | -16.0% | +144.0% | -160.0% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling