+17.6%
TEM vs IWD
+29.9%
-12.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.0% | +9.0% | +6.9% |
| 7D | +7.6% | +1.3% | +6.3% | +5.0% |
| 30D | +19.0% | +3.6% | +15.5% | +10.9% |
| 3M | +62.2% | +2.3% | +59.9% | +54.9% |
| 6M | +69.4% | +13.0% | +56.3% | +30.9% |
| YTD | +43.0% | +26.2% | +16.8% | -16.0% |
| All | +17.6% | +29.9% | -12.3% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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