+52.2%
TEM vs SYY
+22.7%
+29.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.2% | -6.8% | -5.4% |
| 7D | -1.1% | -0.2% | -0.8% | -1.0% |
| 30D | +11.3% | -2.7% | +14.0% | +12.4% |
| 3M | +25.5% | +5.9% | +19.6% | +22.8% |
| 6M | +17.1% | -2.3% | +19.5% | +17.2% |
| YTD | +3.8% | +13.1% | -9.3% | -3.8% |
| 1Y | -24.4% | +3.8% | -28.1% | -26.2% |
| All | +52.2% | +22.7% | +29.5% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling