+45.9%
TEM vs AON
+5.7%
+40.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.2% | -4.6% |
| 7D | -9.2% | -5.9% | -3.3% | -6.5% |
| 30D | +5.5% | -13.7% | +19.1% | +12.8% |
| 3M | +18.7% | -8.3% | +27.0% | +21.1% |
| 6M | +15.4% | -3.6% | +19.0% | +13.2% |
| YTD | -0.5% | -12.4% | +11.8% | +3.9% |
| 1Y | -24.8% | -14.6% | -10.2% | -19.6% |
| All | +45.9% | +5.7% | +40.2% | +42.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling