+46.6%
TEM vs AON
+4.0%
+42.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.1% | +1.3% |
| 7D | -8.7% | -6.3% | -2.4% | -5.8% |
| 30D | +8.1% | -14.1% | +22.2% | +15.8% |
| 3M | +19.0% | -9.5% | +28.5% | +22.1% |
| 6M | +12.0% | -4.0% | +16.0% | +9.8% |
| YTD | -0.1% | -13.8% | +13.7% | +5.2% |
| 1Y | -33.5% | -18.3% | -15.2% | -26.3% |
| All | +46.6% | +4.0% | +42.6% | +44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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