-10.5%
TEM vs HAS
+66.3%
-76.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.1% | -5.9% | -3.5% |
| 7D | -1.3% | +2.4% | -3.7% | -1.9% |
| 30D | -9.5% | +31.6% | -41.1% | -15.6% |
| 3M | +60.7% | +33.9% | +26.8% | +49.1% |
| 6M | +35.5% | +31.4% | +4.1% | +26.1% |
| YTD | +28.0% | +51.6% | -23.6% | +7.6% |
| 1Y | -10.5% | +65.2% | -75.7% | -31.9% |
| All | -10.5% | +66.3% | -76.8% | -31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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