+6.7%
TEM vs EIX
+9.5%
-2.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.1% | -4.6% | -4.5% |
| 7D | +7.8% | -1.5% | +9.2% | +7.6% |
| 30D | +11.2% | +8.1% | +3.1% | +11.8% |
| 3M | +39.0% | -12.1% | +51.1% | +38.5% |
| 6M | +61.6% | -13.4% | +75.1% | +60.7% |
| YTD | +28.5% | +5.6% | +22.9% | +29.1% |
| 1Y | +6.7% | +7.8% | -1.1% | +8.2% |
| All | +6.7% | +9.5% | -2.8% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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