+88.5%
TEM vs WCN
+18.0%
+70.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.3% | -4.8% |
| 7D | +7.8% | +1.2% | +6.6% | +7.2% |
| 30D | +11.2% | +26.4% | -15.2% | -0.3% |
| 3M | +39.0% | +17.5% | +21.4% | +29.4% |
| 6M | +61.6% | +28.7% | +32.9% | +40.6% |
| YTD | +28.5% | +11.5% | +17.0% | +23.5% |
| 1Y | +6.7% | +15.9% | -9.1% | -0.9% |
| All | +88.5% | +18.0% | +70.5% | +96.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 3y: compounded portfolio wealth divided by compounded WCN 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…
3y analysis · Full analysis span regression · 6 months rolling