+1,361.8%
BE vs TEM
+98.6%
+1,263.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.4% | +14.3% | +13.3% |
| 7D | +4.5% | +5.1% | -0.5% | +3.7% |
| 30D | -20.1% | +16.8% | -37.0% | -22.7% |
| 3M | -0.8% | +42.6% | -43.5% | -10.0% |
| 6M | -26.2% | +63.9% | -90.1% | -35.5% |
| YTD | +141.1% | +34.5% | +106.6% | +116.9% |
| 1Y | +64.8% | +11.0% | +53.8% | +55.2% |
| All | +1,361.8% | +98.6% | +1,263.2% | +1,154.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling