-24.4%
TEM vs WEC
+2.5%
-26.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.8% | -5.3% |
| 7D | -1.1% | +0.4% | -1.5% | -0.8% |
| 30D | +11.3% | +0.9% | +10.4% | +11.1% |
| 3M | +25.5% | -5.3% | +30.8% | +23.0% |
| 6M | +17.1% | -6.6% | +23.7% | +14.7% |
| YTD | +3.8% | +3.3% | +0.5% | +4.2% |
| 1Y | -24.4% | +2.1% | -26.4% | -17.9% |
| All | -24.4% | +2.5% | -26.9% | -17.9% |
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