+42.8%
TSM vs TER
+41.9%
+0.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.4% | +3.7% | +0.3% |
| 7D | +6.2% | +14.4% | -8.2% | +0.7% |
| 30D | -7.3% | -30.6% | +23.3% | +5.0% |
| 3M | -7.1% | -39.2% | +32.1% | +9.2% |
| 6M | +0.2% | -31.3% | +31.5% | +11.0% |
| YTD | +32.2% | +29.1% | +3.2% | +10.8% |
| 1Y | +42.8% | +47.4% | -4.6% | +12.8% |
| All | +42.8% | +41.9% | +0.9% | +12.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling