-17.3%
TEM vs AU
+100.5%
-117.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.3% | +0.9% |
| 7D | +0.9% | -3.6% | +4.5% | +2.4% |
| 30D | +38.4% | +23.9% | +14.5% | +30.0% |
| 3M | +23.7% | +19.1% | +4.6% | +17.0% |
| 6M | +26.0% | -0.2% | +26.1% | +22.8% |
| YTD | +9.4% | +32.5% | -23.0% | -4.4% |
| 1Y | -17.3% | +96.9% | -114.2% | -37.8% |
| All | -17.3% | +100.5% | -117.8% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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