+214.8%
TER vs TE
+136.1%
+78.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.7% | +3.2% | -2.1% |
| 7D | +9.4% | +0.9% | +8.5% | +9.1% |
| 30D | -2.4% | -16.3% | +13.8% | +0.5% |
| 3M | +6.5% | -40.8% | +47.3% | +17.0% |
| 6M | +23.2% | -42.6% | +65.8% | +34.7% |
| YTD | +91.5% | -31.4% | +122.9% | +104.1% |
| 1Y | +214.8% | +144.9% | +69.9% | +215.9% |
| All | +214.8% | +136.1% | +78.7% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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