+100.1%
TEM vs SUI
+16.0%
+84.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.2% |
| 7D | +3.5% | +3.4% | +0.1% | +1.8% |
| 30D | +13.5% | +4.6% | +8.9% | +10.3% |
| 3M | +46.3% | +1.6% | +44.7% | +44.1% |
| 6M | +61.5% | -3.5% | +65.0% | +62.0% |
| YTD | +36.4% | -1.0% | +37.4% | +33.7% |
| 1Y | +12.2% | -1.7% | +13.9% | +10.7% |
| All | +100.1% | +16.0% | +84.1% | +56.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling