-26.0%
NOW vs TER
+49.3%
-75.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -15.2% | +9.3% | -4.0% |
| 7D | -6.7% | -28.2% | +21.5% | -2.8% |
| 30D | -25.8% | -50.6% | +24.8% | -19.3% |
| 3M | -12.7% | -45.3% | +32.7% | -6.9% |
| 6M | +11.2% | -40.4% | +51.6% | +12.3% |
| YTD | -33.2% | +10.0% | -43.2% | -46.0% |
| 1Y | -41.8% | +13.6% | -55.4% | -53.7% |
| 3Y | -15.7% | +145.2% | -160.9% | -57.1% |
| 5Y | -26.0% | +50.4% | -76.4% | -58.6% |
| All | -26.0% | +49.3% | -75.3% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling