+88.5%
TEM vs ALLE
+66.8%
+21.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -3.9% | -4.1% |
| 7D | +7.8% | +1.6% | +6.2% | +6.7% |
| 30D | +11.2% | +24.1% | -12.8% | -5.6% |
| 3M | +39.0% | +14.8% | +24.1% | +25.5% |
| 6M | +61.6% | +45.9% | +15.8% | +17.9% |
| YTD | +28.5% | +20.7% | +7.8% | +7.7% |
| 1Y | +6.7% | +14.2% | -7.4% | -4.3% |
| All | +88.5% | +66.8% | +21.8% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 5y: compounded portfolio wealth divided by compounded ALLE 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…
5y analysis · Full analysis span regression · 6 months rolling