+59.7%
TEM vs FND
-59.9%
+119.6%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.6% | +4.1% | +1.9% |
| 7D | +3.2% | +0.4% | +2.9% | +3.0% |
| 30D | +23.5% | -23.6% | +47.1% | +41.4% |
| 3M | +32.3% | +4.3% | +28.0% | +26.7% |
| 6M | +23.0% | -20.3% | +43.3% | +36.0% |
| YTD | +8.9% | -21.3% | +30.2% | +17.9% |
| 1Y | -19.9% | -45.4% | +25.5% | +10.4% |
| All | +59.7% | -59.9% | +119.6% | +152.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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