+5.4%
TEM vs BWA
+12.3%
-6.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.6% |
| 7D | -5.9% | +4.3% | -10.1% | -6.5% |
| 30D | +4.8% | -13.0% | +17.8% | +6.4% |
| 3M | +31.9% | -24.8% | +56.7% | +36.2% |
| 6M | +56.0% | -23.5% | +79.5% | +61.0% |
| YTD | +21.3% | +13.8% | +7.4% | +10.8% |
| 1Y | +5.4% | +13.4% | -8.1% | -3.6% |
| All | +5.4% | +12.3% | -6.9% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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