+97.3%
TEM vs SUI
+15.1%
+82.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | +5.1% | -2.4% | +7.5% | +6.1% |
| 30D | +16.8% | +3.3% | +13.5% | +14.1% |
| 3M | +42.6% | +0.7% | +41.9% | +41.0% |
| 6M | +63.9% | -4.1% | +68.0% | +64.8% |
| YTD | +34.5% | -1.8% | +36.3% | +32.4% |
| 1Y | +11.0% | -4.1% | +15.1% | +11.1% |
| All | +97.3% | +15.1% | +82.3% | +55.0% |
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