+52.2%
TEM vs FND
-60.2%
+112.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.3% |
| 7D | -1.1% | -0.8% | -0.3% | -0.7% |
| 30D | +11.3% | -19.6% | +30.9% | +24.4% |
| 3M | +25.5% | -4.3% | +29.9% | +26.4% |
| 6M | +17.1% | -20.4% | +37.6% | +29.6% |
| YTD | +3.8% | -21.9% | +25.6% | +12.8% |
| 1Y | -24.4% | -45.2% | +20.8% | +3.9% |
| All | +52.2% | -60.2% | +112.4% | +141.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling