-10.5%
TEM vs IBB
+42.2%
-52.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.6% | -5.4% | -6.9% |
| 7D | -1.3% | +2.2% | -3.5% | -5.2% |
| 30D | -9.5% | +6.3% | -15.8% | -17.7% |
| 3M | +60.7% | +16.3% | +44.4% | +30.8% |
| 6M | +35.5% | +30.0% | +5.5% | -3.8% |
| YTD | +28.0% | +31.1% | -3.1% | -10.4% |
| 1Y | -10.5% | +42.0% | -52.5% | -45.1% |
| All | -10.5% | +42.2% | -52.7% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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