+46.6%
TEM vs UUUU
+111.6%
-65.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.4% | +1.9% |
| 7D | -8.7% | -10.5% | +1.8% | -5.7% |
| 30D | +8.1% | -10.5% | +18.6% | +11.8% |
| 3M | +19.0% | -14.1% | +33.1% | +24.0% |
| 6M | +12.0% | -35.5% | +47.5% | +23.9% |
| YTD | -0.1% | -10.9% | +10.9% | -2.4% |
| 1Y | -33.5% | +3.4% | -36.9% | -43.2% |
| All | +46.6% | +111.6% | -65.0% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling