+56.0%
TEM vs SPXU
-6.1%
+62.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.2% | -6.9% | -4.7% |
| 7D | -5.9% | -7.6% | +1.7% | -11.0% |
| 30D | +4.8% | +5.3% | -0.5% | +12.2% |
| 3M | +31.9% | +9.6% | +22.2% | +47.2% |
| 6M | +56.0% | -4.5% | +60.5% | +60.4% |
| All | +56.0% | -6.1% | +62.1% | +60.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling