+12.2%
TEM vs AMIX
-89.3%
+101.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +8.8% | -13.4% | -4.7% |
| 7D | +3.5% | +11.4% | -7.9% | +3.5% |
| 30D | +13.5% | -40.5% | +54.1% | +13.8% |
| 3M | +46.3% | -80.1% | +126.4% | +47.1% |
| 6M | +61.5% | -74.8% | +136.4% | +61.8% |
| YTD | +36.4% | -84.0% | +120.4% | +36.4% |
| 1Y | +12.2% | -89.7% | +101.9% | +12.4% |
| All | +12.2% | -89.3% | +101.5% | +12.4% |
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