+26.0%
TEM vs WCC
+21.1%
+4.9%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -3.9% | -1.5% |
| 7D | +0.9% | +4.5% | -3.6% | -0.8% |
| 30D | +38.4% | -5.8% | +44.2% | +41.2% |
| 3M | +23.7% | -3.7% | +27.3% | +23.8% |
| 6M | +26.0% | +23.1% | +2.9% | +8.2% |
| All | +26.0% | +21.1% | +4.9% | +8.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling