+468.7%
SPCX vs TER
+85.8%
+382.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.0% | +3.4% |
| 7D | -0.3% | -20.5% | +20.1% | +50.2% |
| 30D | -19.9% | -47.0% | +27.1% | +166.6% |
| 3M | +16.8% | -43.3% | +60.1% | +167.2% |
| 6M | +510.9% | -30.8% | +541.6% | +648.3% |
| YTD | +516.3% | +12.9% | +503.5% | +652.7% |
| 1Y | +421.3% | +18.2% | +403.1% | +536.5% |
| All | +468.7% | +85.8% | +382.9% | +594.5% |
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 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