+52.2%
TEM vs NI
+57.8%
-5.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.1% | -4.3% |
| 7D | -1.1% | +1.3% | -2.3% | -1.8% |
| 30D | +11.3% | -0.3% | +11.6% | +11.1% |
| 3M | +25.5% | -9.5% | +35.0% | +33.5% |
| 6M | +17.1% | -10.2% | +27.4% | +24.3% |
| YTD | +3.8% | +1.8% | +2.0% | -4.4% |
| 1Y | -24.4% | +5.7% | -30.0% | -33.5% |
| All | +52.2% | +57.8% | -5.5% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling