+55.5%
T vs TER
+897.7%
-842.2%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.4% | -1.0% |
| 7D | +1.0% | -20.5% | +21.5% | +2.0% |
| 30D | -10.6% | -47.0% | +36.4% | -8.1% |
| 3M | -7.7% | -43.3% | +35.5% | -5.7% |
| 6M | -13.3% | -42.9% | +29.6% | -12.3% |
| YTD | -8.8% | +12.9% | -21.6% | -13.9% |
| 1Y | -8.4% | +18.2% | -26.6% | -14.1% |
| 3Y | +59.6% | +151.8% | -92.1% | +31.5% |
| 5Y | +52.1% | +54.2% | -2.1% | +30.8% |
| All | +55.5% | +897.7% | -842.2% | -5.7% |
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