+77.9%
TEM vs SPXU
-65.6%
+143.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.2% | -6.9% | -4.6% |
| 7D | -5.9% | -7.6% | +1.7% | -11.6% |
| 30D | +4.8% | +5.3% | -0.5% | +12.6% |
| 3M | +31.9% | +9.6% | +22.2% | +48.3% |
| 6M | +56.0% | -4.5% | +60.5% | +60.4% |
| YTD | +21.3% | -25.9% | +47.1% | +3.5% |
| 1Y | +5.4% | -28.9% | +34.3% | -12.3% |
| All | +77.9% | -65.6% | +143.5% | +38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling