+46.6%
TEM vs AZO
+2.6%
+44.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.6% | +0.5% |
| 7D | -8.7% | -3.6% | -5.1% | -7.7% |
| 30D | +8.1% | -5.6% | +13.6% | +9.6% |
| 3M | +19.0% | -6.6% | +25.6% | +20.6% |
| 6M | +12.0% | -22.5% | +34.5% | +21.6% |
| YTD | -0.1% | -15.2% | +15.1% | +4.7% |
| 1Y | -33.5% | -33.9% | +0.4% | -21.5% |
| All | +46.6% | +2.6% | +44.0% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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