+109.8%
TEM vs AMIX
-99.7%
+209.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +11.8% | -0.8% | +11.0% |
| 7D | +7.6% | +1.2% | +6.4% | +7.6% |
| 30D | +19.0% | -45.3% | +64.4% | +19.2% |
| 3M | +62.2% | -83.1% | +145.3% | +62.9% |
| 6M | +69.4% | -76.9% | +146.2% | +68.2% |
| YTD | +43.0% | -85.3% | +128.3% | +41.9% |
| 1Y | +18.0% | -89.8% | +107.8% | +17.3% |
| All | +109.8% | -99.7% | +209.5% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 10y: compounded portfolio wealth divided by compounded AMIX 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…
10y analysis · Full analysis span regression · 6 months rolling