+6.7%
TEM vs FE
+4.7%
+2.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.1% | -4.4% | -4.5% |
| 7D | +7.8% | -0.3% | +8.0% | +7.6% |
| 30D | +11.2% | +3.9% | +7.4% | +13.9% |
| 3M | +39.0% | -0.1% | +39.1% | +40.4% |
| 6M | +61.6% | +6.1% | +55.6% | +66.7% |
| YTD | +28.5% | +8.1% | +20.5% | +22.2% |
| 1Y | +6.7% | +4.4% | +2.3% | +6.6% |
| All | +6.7% | +4.7% | +2.0% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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