投資組合與基準回報
剔除存入提取影響後,我的投資表現是否超越基準?
- 最新值
- 53.73 %
- 期間平均
- 37.75 %
- 期間最高
- 63.28 %
- 期間最低
- 0 %
TWR 與基準
時間加權累積回報(%) (折線圖)
期間超額回報
相對基準差距(百分點) (柱狀圖)
現金流及基準口徑
時間加權累積回報(%) 與 相對基準差距(百分點) (表格)
示例資料列
| 共同估值日期 | 時間加權累積回報(%) | 相對基準差距(百分點) | 資料日期(示例) |
|---|---|---|---|
| 2025-10-16 | 0 | -0.18 | 2025-10-16 |
| 2025-11-03 | 11.26 | 1.52 | 2025-11-03 |
| 2025-11-17 | 18.39 | 6.99 | 2025-11-17 |
| 2025-12-03 | 25.72 | -3.01 | 2025-12-03 |
| 2025-12-19 | 16.01 | -4.18 | 2025-12-19 |
| 2026-01-02 | 20.52 | -2.19 | 2026-01-02 |
| 2026-01-20 | 33.72 | -0.09 | 2026-01-20 |
| 2026-02-05 | 37.94 | 1.08 | 2026-02-05 |
| 2026-02-23 | 37.52 | 2.18 | 2026-02-23 |
| 2026-03-09 | 35.01 | 8.64 | 2026-03-09 |
| 2026-03-25 | 38.42 | -4.11 | 2026-03-25 |
| 2026-04-10 | 53.55 | 2.65 | 2026-04-10 |
| 2026-04-24 | 43.61 | -6.24 | 2026-04-24 |
| 2026-05-12 | 47.35 | 0.84 | 2026-05-12 |
| 2026-05-28 | 43.2 | 0.28 | 2026-05-28 |
| 2026-06-11 | 40.88 | 1.15 | 2026-06-11 |
| 2026-06-29 | 36.87 | 7.24 | 2026-06-29 |
| 2026-07-15 | 33.17 | 1.12 | 2026-07-15 |
| 2026-07-31 | 36.86 | -0.41 | 2026-07-31 |
| 2026-08-14 | 51.32 | 2.73 | 2026-08-14 |
| 2026-09-01 | 59.55 | -2.57 | 2026-09-01 |
| 2026-09-17 | 59.11 | -4.17 | 2026-09-17 |
| 2026-10-01 | 61.1 | -4.52 | 2026-10-01 |
| 2026-10-16 | 53.73 | 2.8 | 2026-10-16 |