-17.3%
TEM vs BDX
+27.3%
-44.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.5% | +0.9% |
| 7D | +0.9% | -2.5% | +3.4% | +2.5% |
| 30D | +38.4% | +8.3% | +30.1% | +33.4% |
| 3M | +23.7% | +24.4% | -0.7% | +9.7% |
| 6M | +26.0% | +9.2% | +16.8% | +21.3% |
| YTD | +9.4% | +22.7% | -13.3% | -4.0% |
| 1Y | -17.3% | +25.9% | -43.2% | -25.1% |
| All | -17.3% | +27.3% | -44.6% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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