+59.7%
TEM vs TRI
-37.5%
+97.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.0% | +1.6% |
| 7D | +3.2% | -7.1% | +10.3% | +5.6% |
| 30D | +23.5% | -2.3% | +25.8% | +24.1% |
| 3M | +32.3% | +19.6% | +12.7% | +21.3% |
| 6M | +23.0% | -8.7% | +31.7% | +25.1% |
| YTD | +8.9% | -22.3% | +31.1% | +23.6% |
| 1Y | -19.9% | -40.7% | +20.8% | +7.6% |
| All | +59.7% | -37.5% | +97.3% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling