+11.0%
TEM vs IP
-4.7%
+15.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -1.1% |
| 7D | +5.1% | -2.8% | +7.8% | +5.8% |
| 30D | +16.8% | +9.2% | +7.6% | +14.9% |
| 3M | +42.6% | -16.1% | +58.8% | +45.8% |
| 6M | +63.9% | +9.6% | +54.3% | +65.3% |
| YTD | +34.5% | -8.8% | +43.3% | +32.7% |
| 1Y | +11.0% | -5.5% | +16.5% | +7.1% |
| All | +11.0% | -4.7% | +15.7% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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