+12.2%
TEM vs EMB
+0.5%
+11.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -2.5% |
| 7D | +3.5% | +0.5% | +3.0% | +2.1% |
| 30D | +13.5% | +0.9% | +12.7% | +10.5% |
| 3M | +46.3% | -2.1% | +48.4% | +60.4% |
| 6M | +61.5% | -2.2% | +63.7% | +80.7% |
| YTD | +36.4% | -0.6% | +37.0% | +43.5% |
| 1Y | +12.2% | +0.2% | +12.0% | +12.7% |
| All | +12.2% | +0.5% | +11.7% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling