-10.5%
TEM vs WTW
+8.6%
-19.1%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +3.0% | -5.8% | -2.6% |
| 7D | -1.3% | +4.9% | -6.2% | -1.0% |
| 30D | -9.5% | +17.1% | -26.6% | -9.3% |
| 3M | +60.7% | -0.3% | +61.0% | +61.6% |
| 6M | +35.5% | +30.7% | +4.8% | +38.1% |
| YTD | +28.0% | +3.7% | +24.3% | +29.3% |
| 1Y | -10.5% | +5.9% | -16.4% | -9.3% |
| All | -10.5% | +8.6% | -19.1% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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