+52.2%
TEM vs SPXU
-66.4%
+118.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.4% | -6.1% | -3.4% |
| 7D | -1.1% | +1.3% | -2.3% | +0.3% |
| 30D | +11.3% | +5.1% | +6.2% | +17.1% |
| 3M | +25.5% | -9.1% | +34.7% | +18.4% |
| 6M | +17.1% | -29.6% | +46.7% | -8.4% |
| YTD | +3.8% | -27.7% | +31.5% | -15.7% |
| 1Y | -24.4% | -37.0% | +12.6% | -44.0% |
| All | +52.2% | -66.4% | +118.7% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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