+46.6%
TEM vs NUE
+78.9%
-32.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | -0.7% |
| 7D | -8.7% | -0.6% | -8.1% | -8.3% |
| 30D | +8.1% | -4.6% | +12.6% | +10.6% |
| 3M | +19.0% | -0.3% | +19.3% | +15.8% |
| 6M | +12.0% | +51.9% | -39.9% | -26.4% |
| YTD | -0.1% | +60.0% | -60.1% | -38.7% |
| 1Y | -33.5% | +82.9% | -116.4% | -65.0% |
| All | +46.6% | +78.9% | -32.3% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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