+88.9%
TEM vs SUI
+17.0%
+71.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -1.5% | +9.4% | +8.6% |
| 7D | +5.3% | +6.2% | -0.9% | +2.4% |
| 30D | +8.1% | +8.6% | -0.5% | +3.0% |
| 3M | +64.9% | +1.0% | +63.9% | +62.9% |
| 6M | +42.1% | -2.6% | +44.7% | +42.0% |
| YTD | +28.8% | -0.1% | +28.9% | +25.8% |
| 1Y | +5.5% | +0.5% | +5.0% | +2.7% |
| All | +88.9% | +17.0% | +71.9% | +47.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling