+11.0%
TEM vs WAT
+23.9%
-12.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.6% |
| 7D | +5.1% | +0.7% | +4.3% | +4.8% |
| 30D | +16.8% | +9.0% | +7.8% | +10.4% |
| 3M | +42.6% | +13.5% | +29.2% | +32.4% |
| 6M | +63.9% | +35.3% | +28.6% | +40.4% |
| YTD | +34.5% | +24.0% | +10.5% | +13.9% |
| 1Y | +11.0% | +22.0% | -11.0% | -4.0% |
| All | +11.0% | +23.9% | -12.9% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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