+77.9%
TEM vs EMB
+16.2%
+61.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.4% | -4.6% |
| 7D | -5.9% | -0.9% | -4.9% | -1.5% |
| 30D | +4.8% | +0.4% | +4.4% | +3.8% |
| 3M | +31.9% | -3.1% | +35.0% | +53.7% |
| 6M | +56.0% | -2.1% | +58.1% | +75.1% |
| YTD | +21.3% | -1.1% | +22.3% | +30.1% |
| 1Y | +5.4% | -0.1% | +5.4% | +7.4% |
| All | +77.9% | +16.2% | +61.7% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 10y: compounded portfolio wealth divided by compounded EMB 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…
10y analysis · Full analysis span regression · 6 months rolling