+59.7%
TEM vs ARWR
+227.1%
-167.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.4% | +0.9% | +0.1% |
| 7D | +3.2% | +2.9% | +0.4% | +2.0% |
| 30D | +23.5% | -2.9% | +26.4% | +25.2% |
| 3M | +32.3% | +15.2% | +17.1% | +22.5% |
| 6M | +23.0% | +42.3% | -19.3% | +2.8% |
| YTD | +8.9% | +28.2% | -19.3% | -5.6% |
| 1Y | -19.9% | +213.2% | -233.1% | -57.8% |
| All | +59.7% | +227.1% | -167.4% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 5y: compounded portfolio wealth divided by compounded ARWR 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…
5y analysis · Full analysis span regression · 6 months rolling