+501.7%
SPCX vs TER
+109.5%
+392.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +12.7% | -6.9% | -32.3% |
| 7D | +4.2% | -5.8% | +9.9% | +2.6% |
| 30D | -12.6% | -38.9% | +26.3% | +177.4% |
| 3M | +6.7% | -35.1% | +41.9% | +85.3% |
| 6M | +453.2% | +35.2% | +418.0% | +37.9% |
| YTD | +453.2% | +35.2% | +418.0% | +37.9% |
| 1Y | +453.2% | +35.2% | +418.0% | +37.9% |
| All | +501.7% | +109.5% | +392.2% | +50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling