-10.5%
TEM vs SU
+88.1%
-98.6%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.5% | +1.7% | -3.9% |
| 7D | -1.3% | -7.1% | +5.8% | -3.1% |
| 30D | -9.5% | +4.8% | -14.3% | -9.1% |
| 3M | +60.7% | +12.5% | +48.2% | +64.3% |
| 6M | +35.5% | +6.5% | +29.0% | +41.2% |
| YTD | +28.0% | +65.8% | -37.8% | +38.4% |
| 1Y | -10.5% | +86.2% | -96.7% | +3.6% |
| All | -10.5% | +88.1% | -98.6% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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