+5.5%
TEM vs AR
+8.4%
-2.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.8% | +8.8% | +8.0% |
| 7D | +5.3% | -14.3% | +19.6% | +5.0% |
| 30D | +8.1% | +1.4% | +6.7% | +7.8% |
| 3M | +64.9% | +3.4% | +61.5% | +64.2% |
| 6M | +42.1% | -2.1% | +44.2% | +42.6% |
| YTD | +28.8% | +4.7% | +24.1% | +24.7% |
| 1Y | +5.5% | +10.6% | -5.1% | -0.9% |
| All | +5.5% | +8.4% | -2.9% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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