+6.7%
TEM vs BUD
+31.7%
-25.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.5% |
| 7D | +7.8% | -1.6% | +9.3% | +7.6% |
| 30D | +11.2% | +6.7% | +4.6% | +11.4% |
| 3M | +39.0% | +5.9% | +33.1% | +38.7% |
| 6M | +61.6% | +5.1% | +56.6% | +60.0% |
| YTD | +28.5% | +32.9% | -4.4% | +30.5% |
| 1Y | +6.7% | +31.8% | -25.1% | +8.8% |
| All | +6.7% | +31.7% | -25.0% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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