+5.5%
TEM vs D
+19.8%
-14.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +7.4% |
| 7D | +5.3% | +3.0% | +2.3% | +6.6% |
| 30D | +8.1% | +11.5% | -3.4% | +13.0% |
| 3M | +64.9% | +3.7% | +61.2% | +69.4% |
| 6M | +42.1% | +13.5% | +28.6% | +49.0% |
| YTD | +28.8% | +20.7% | +8.1% | +36.8% |
| 1Y | +5.5% | +18.2% | -12.7% | +12.5% |
| All | +5.5% | +19.8% | -14.3% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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