+52.2%
TEM vs WEC
+46.5%
+5.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.8% | -4.5% |
| 7D | -1.1% | +0.4% | -1.5% | -1.1% |
| 30D | +11.3% | +0.9% | +10.4% | +10.2% |
| 3M | +25.5% | -5.3% | +30.8% | +26.7% |
| 6M | +17.1% | -6.6% | +23.7% | +18.7% |
| YTD | +3.8% | +3.3% | +0.5% | -1.1% |
| 1Y | -24.4% | +2.1% | -26.4% | -28.0% |
| All | +52.2% | +46.5% | +5.7% | +8.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling