+77.9%
TEM vs APTV
-47.4%
+125.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -5.9% | -1.7% | -4.1% | -4.9% |
| 30D | +4.8% | -11.6% | +16.4% | +11.1% |
| 3M | +31.9% | -21.2% | +53.1% | +47.1% |
| 6M | +56.0% | -28.5% | +84.5% | +72.7% |
| YTD | +21.3% | -49.1% | +70.3% | +62.3% |
| 1Y | +5.4% | -52.2% | +57.6% | +47.7% |
| All | +77.9% | -47.4% | +125.3% | +105.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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