-10.5%
TEM vs TRI
-22.4%
+11.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.4% | -9.2% | -4.0% |
| 7D | -1.3% | +1.0% | -2.3% | -1.6% |
| 30D | -9.5% | +20.8% | -30.3% | -13.7% |
| 3M | +60.7% | +8.1% | +52.6% | +56.0% |
| 6M | +35.5% | +24.2% | +11.3% | +26.5% |
| YTD | +28.0% | -7.8% | +35.8% | +40.8% |
| 1Y | -10.5% | -16.7% | +6.2% | +12.9% |
| All | -10.5% | -22.4% | +11.9% | +12.9% |
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