+277.2%
TER vs NI
+71.0%
+206.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +3.0% | +3.9% |
| 7D | +11.0% | +2.3% | +8.7% | +10.4% |
| 30D | -1.9% | -1.7% | -0.2% | -1.5% |
| 3M | -0.7% | -8.0% | +7.3% | +0.7% |
| 6M | +36.4% | -8.6% | +45.0% | +38.6% |
| YTD | +92.4% | +2.3% | +90.1% | +91.5% |
| 1Y | +213.5% | +6.9% | +206.6% | +208.7% |
| 3Y | +277.2% | +70.6% | +206.7% | +256.7% |
| All | +277.2% | +71.0% | +206.2% | +256.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling