-24.8%
TEM vs IBN
-8.6%
-16.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.6% | -3.9% |
| 7D | -9.2% | -5.5% | -3.7% | -6.9% |
| 30D | +5.5% | -3.4% | +8.9% | +7.1% |
| 3M | +18.7% | +8.7% | +10.0% | +14.6% |
| 6M | +15.4% | +3.7% | +11.7% | +11.8% |
| YTD | -0.5% | -2.4% | +1.9% | -2.5% |
| 1Y | -24.8% | -8.1% | -16.8% | -28.1% |
| All | -24.8% | -8.6% | -16.2% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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