+97.3%
TEM vs IBN
+37.0%
+60.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.3% |
| 7D | +5.1% | +11.1% | -6.1% | +2.0% |
| 30D | +16.8% | +23.9% | -7.0% | +9.4% |
| 3M | +42.6% | +16.3% | +26.3% | +36.3% |
| 6M | +63.9% | +34.2% | +29.7% | +48.3% |
| YTD | +34.5% | +17.6% | +17.0% | +26.6% |
| 1Y | +11.0% | +13.8% | -2.8% | +5.3% |
| All | +97.3% | +37.0% | +60.4% | +217.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling