+11.0%
TEM vs AMIX
-91.8%
+102.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -20.0% | +18.6% | -1.3% |
| 7D | +5.1% | -8.1% | +13.1% | +5.1% |
| 30D | +16.8% | -52.3% | +69.1% | +17.2% |
| 3M | +42.6% | -83.8% | +126.4% | +43.6% |
| 6M | +63.9% | -79.0% | +142.9% | +64.2% |
| YTD | +34.5% | -87.2% | +121.7% | +34.7% |
| 1Y | +11.0% | -91.7% | +102.7% | +11.2% |
| All | +11.0% | -91.8% | +102.8% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling