+46.6%
TEM vs MDY
+31.1%
+15.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -1.6% |
| 7D | -8.7% | -1.9% | -6.8% | -4.1% |
| 30D | +8.1% | -4.6% | +12.7% | +22.2% |
| 3M | +19.0% | -1.2% | +20.2% | +23.8% |
| 6M | +12.0% | +9.2% | +2.8% | -10.1% |
| YTD | -0.1% | +13.1% | -13.1% | -27.6% |
| 1Y | -33.5% | +13.0% | -46.5% | -51.6% |
| All | +46.6% | +31.1% | +15.5% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling