+77.9%
TEM vs INDA
-5.4%
+83.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.2% | -5.5% | -5.4% |
| 7D | -5.9% | +1.1% | -7.0% | -7.3% |
| 30D | +4.8% | +9.4% | -4.6% | -8.1% |
| 3M | +31.9% | +2.9% | +28.9% | +26.7% |
| 6M | +56.0% | +7.2% | +48.8% | +41.4% |
| YTD | +21.3% | -4.8% | +26.1% | +32.7% |
| 1Y | +5.4% | -5.1% | +10.5% | +15.7% |
| All | +77.9% | -5.4% | +83.3% | +118.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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