+18.3%
NOW vs TER
+234.6%
-216.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.5% | -8.5% | -2.9% |
| 7D | -2.4% | +0.6% | -3.0% | -2.4% |
| 30D | +20.5% | -8.3% | +28.8% | +20.4% |
| 3M | +18.3% | -12.2% | +30.6% | +17.9% |
| 6M | +24.1% | +17.1% | +7.0% | +19.6% |
| YTD | -7.8% | +84.7% | -92.5% | -18.0% |
| 1Y | -21.4% | +199.9% | -221.3% | -37.2% |
| All | +18.3% | +234.6% | -216.3% | -16.5% |
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 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