+60.5%
TEM vs INDA
-8.2%
+68.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +0.9% | +0.7% | +0.2% | -0.2% |
| 30D | +38.4% | -0.8% | +39.2% | +40.4% |
| 3M | +23.7% | +3.9% | +19.7% | +17.3% |
| 6M | +26.0% | -0.7% | +26.7% | +28.6% |
| YTD | +9.4% | -7.7% | +17.1% | +25.1% |
| 1Y | -17.3% | -5.1% | -12.2% | -10.2% |
| All | +60.5% | -8.2% | +68.8% | +106.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling