-17.3%
TEM vs BTI
+5.0%
-22.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.4% |
| 7D | +0.9% | -1.4% | +2.3% | +0.4% |
| 30D | +38.4% | -6.6% | +45.0% | +35.4% |
| 3M | +23.7% | -3.0% | +26.6% | +22.4% |
| 6M | +26.0% | -6.7% | +32.7% | +24.1% |
| YTD | +9.4% | +0.6% | +8.9% | +9.2% |
| 1Y | -17.3% | +5.6% | -22.9% | -6.7% |
| All | -17.3% | +5.0% | -22.3% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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