+6.7%
TEM vs WCC
+27.1%
-20.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | +7.8% | +14.2% | -6.5% | +2.1% |
| 30D | +11.2% | -9.8% | +21.1% | +15.2% |
| 3M | +39.0% | -10.1% | +49.1% | +43.1% |
| 6M | +61.6% | -9.4% | +71.0% | +63.2% |
| YTD | +28.5% | +34.4% | -5.9% | -7.2% |
| 1Y | +6.7% | +23.3% | -16.5% | -16.4% |
| All | +6.7% | +27.1% | -20.4% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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