+2,771.1%
NOW vs TER
+2,718.1%
+53.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +5.5% | -8.5% | -4.6% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | +20.5% | -8.3% | +28.8% | +22.3% |
| 3M | +18.3% | -12.2% | +30.6% | +16.0% |
| 6M | +24.1% | +17.1% | +7.0% | +3.6% |
| YTD | -7.8% | +84.7% | -92.5% | -37.5% |
| 1Y | -21.4% | +199.9% | -221.3% | -58.0% |
| 3Y | +19.5% | +232.8% | -213.2% | -45.4% |
| 5Y | +4.1% | +198.6% | -194.5% | -52.2% |
| 10Y | +826.4% | +1,669.7% | -843.3% | +53.0% |
| All | +2,771.1% | +2,718.1% | +53.1% | +334.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling