-10.5%
TEM vs HBM
+47.3%
-57.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.6% | -6.5% | -4.1% |
| 7D | -1.3% | -5.8% | +4.5% | +0.9% |
| 30D | -9.5% | -18.5% | +9.0% | -2.7% |
| 3M | +60.7% | -10.3% | +71.0% | +69.1% |
| 6M | +35.5% | +2.1% | +33.4% | +36.7% |
| YTD | +28.0% | +12.0% | +16.0% | +19.5% |
| 1Y | -10.5% | +49.8% | -60.3% | -28.5% |
| All | -10.5% | +47.3% | -57.8% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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