-17.3%
TEM vs WEC
+1.8%
-19.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | -0.6% |
| 7D | +0.9% | -0.3% | +1.2% | +0.7% |
| 30D | +38.4% | -1.3% | +39.7% | +37.0% |
| 3M | +23.7% | -3.9% | +27.6% | +21.8% |
| 6M | +26.0% | -8.3% | +34.3% | +22.5% |
| YTD | +9.4% | +3.1% | +6.4% | +9.7% |
| 1Y | -17.3% | +1.9% | -19.2% | -9.6% |
| All | -17.3% | +1.8% | -19.0% | -9.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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