+88.9%
TEM vs FE
+32.1%
+56.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.4% | +9.4% | +8.0% |
| 7D | +5.3% | -1.0% | +6.3% | +5.3% |
| 30D | +8.1% | +4.1% | +4.0% | +8.1% |
| 3M | +64.9% | -1.0% | +65.9% | +65.4% |
| 6M | +42.1% | +4.0% | +38.1% | +41.1% |
| YTD | +28.8% | +6.8% | +22.0% | +25.0% |
| 1Y | +5.5% | +5.3% | +0.2% | +3.0% |
| All | +88.9% | +32.1% | +56.8% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling