+52.2%
TEM vs SIRI
+25.5%
+26.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.3% |
| 7D | -1.1% | -3.9% | +2.8% | +0.4% |
| 30D | +11.3% | -0.8% | +12.1% | +11.5% |
| 3M | +25.5% | +4.3% | +21.2% | +22.6% |
| 6M | +17.1% | +34.1% | -16.9% | +3.6% |
| YTD | +3.8% | +47.3% | -43.5% | -12.5% |
| 1Y | -24.4% | +22.9% | -47.3% | -31.5% |
| All | +52.2% | +25.5% | +26.7% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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