+88.9%
TEM vs D
+50.5%
+38.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +8.1% |
| 7D | +5.3% | +3.0% | +2.3% | +5.0% |
| 30D | +8.1% | +11.5% | -3.4% | +6.8% |
| 3M | +64.9% | +3.7% | +61.2% | +64.8% |
| 6M | +42.1% | +13.5% | +28.6% | +38.7% |
| YTD | +28.8% | +20.7% | +8.1% | +22.6% |
| 1Y | +5.5% | +18.2% | -12.7% | +1.0% |
| All | +88.9% | +50.5% | +38.5% | +54.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling