+29.3%
V vs TER
+42.7%
-13.4%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -6.8% | +10.7% | +3.2% |
| 7D | +9.0% | -19.9% | +28.9% | +7.0% |
| 30D | +18.1% | -43.5% | +61.6% | +12.7% |
| 3M | +18.3% | -37.8% | +56.1% | +14.3% |
| 6M | +34.1% | -25.6% | +59.7% | +32.0% |
| YTD | +25.2% | +29.8% | -4.6% | +20.0% |
| 1Y | +29.3% | +43.2% | -13.9% | +22.9% |
| All | +29.3% | +42.7% | -13.4% | +22.9% |
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