+5.5%
TEM vs RACE
+3.3%
+2.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.5% | +8.8% |
| 7D | +5.3% | +5.1% | +0.2% | +2.3% |
| 30D | +8.1% | +7.7% | +0.4% | +3.6% |
| 3M | +64.9% | +2.2% | +62.7% | +63.6% |
| 6M | +42.1% | +23.8% | +18.4% | +30.0% |
| YTD | +28.8% | +13.9% | +14.9% | +17.3% |
| 1Y | +5.5% | +3.8% | +1.7% | -0.7% |
| All | +5.5% | +3.3% | +2.2% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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