+60.5%
TEM vs AMIX
-99.3%
+159.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | -0.1% |
| 7D | +0.9% | -13.7% | +14.6% | +0.9% |
| 30D | +38.4% | -62.1% | +100.4% | +38.7% |
| 3M | +23.7% | -46.2% | +69.8% | +22.5% |
| 6M | +26.0% | -46.4% | +72.4% | +24.8% |
| YTD | +9.4% | -60.3% | +69.7% | +8.3% |
| 1Y | -17.3% | -79.7% | +62.4% | -18.0% |
| All | +60.5% | -99.3% | +159.8% | +52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling