+310.6%
BE vs TEM
-28.1%
+338.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -2.4% |
| 7D | +9.7% | -9.2% | +18.9% | +14.0% |
| 30D | +22.4% | +5.5% | +16.9% | +17.3% |
| 3M | +10.4% | +18.7% | -8.4% | -1.1% |
| 6M | +67.9% | +15.4% | +52.4% | +46.3% |
| YTD | +197.5% | -0.5% | +198.0% | +171.4% |
| 1Y | +310.6% | -24.8% | +335.4% | +348.1% |
| All | +310.6% | -28.1% | +338.7% | +348.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 TEM 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