+214.8%
TER vs XYZ
+4.3%
+210.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | +9.4% | -5.2% | +14.5% | +10.3% |
| 30D | -2.4% | 0.0% | -2.4% | -2.6% |
| 3M | +6.5% | +18.7% | -12.1% | +2.5% |
| 6M | +23.2% | +20.5% | +2.6% | +17.3% |
| YTD | +91.5% | +21.5% | +70.0% | +84.9% |
| 1Y | +214.8% | +7.2% | +207.6% | +213.5% |
| All | +214.8% | +4.3% | +210.5% | +213.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 XYZ 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