-17.3%
TEM vs DHI
-16.9%
-0.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | +0.3% |
| 7D | +0.9% | -3.1% | +4.1% | +2.1% |
| 30D | +38.4% | -5.5% | +43.8% | +40.8% |
| 3M | +23.7% | -2.2% | +25.9% | +24.7% |
| 6M | +26.0% | -6.0% | +31.9% | +25.8% |
| YTD | +9.4% | 0.0% | +9.4% | +7.6% |
| 1Y | -17.3% | -18.2% | +1.0% | -8.0% |
| All | -17.3% | -16.9% | -0.4% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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