-10.5%
TEM vs NI
+9.5%
-20.0%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.5% | -4.3% | -2.2% |
| 7D | -1.3% | +3.9% | -5.2% | +0.4% |
| 30D | -9.5% | +15.3% | -24.8% | -3.4% |
| 3M | +60.7% | +2.4% | +58.3% | +69.2% |
| 6M | +35.5% | -4.5% | +40.0% | +44.4% |
| YTD | +28.0% | +11.4% | +16.7% | +18.4% |
| 1Y | -10.5% | +8.5% | -19.0% | -13.8% |
| All | -10.5% | +9.5% | -20.0% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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