+214.8%
TER vs NI
+4.9%
+210.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.3% |
| 7D | +9.4% | -0.6% | +10.0% | +9.6% |
| 30D | -2.4% | -1.4% | -1.0% | -1.9% |
| 3M | +6.5% | -10.6% | +17.1% | +9.4% |
| 6M | +23.2% | -9.9% | +33.1% | +26.5% |
| YTD | +91.5% | +1.2% | +90.3% | +90.1% |
| 1Y | +214.8% | +4.4% | +210.4% | +192.8% |
| All | +214.8% | +4.9% | +210.0% | +192.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling