-17.3%
TEM vs TRI
-38.3%
+21.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.4% | +1.3% |
| 7D | +0.9% | -0.5% | +1.4% | +1.0% |
| 30D | +38.4% | +7.9% | +30.5% | +35.8% |
| 3M | +23.7% | +24.1% | -0.4% | +15.4% |
| 6M | +26.0% | +3.8% | +22.2% | +22.3% |
| YTD | +9.4% | -16.9% | +26.3% | +18.1% |
| 1Y | -17.3% | -38.4% | +21.1% | +4.9% |
| All | -17.3% | -38.3% | +21.0% | +4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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