+46.6%
TEM vs WTW
+27.2%
+19.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | -8.7% | -5.7% | -3.0% | -6.8% |
| 30D | +8.1% | -7.3% | +15.3% | +10.7% |
| 3M | +19.0% | +21.5% | -2.5% | +11.7% |
| 6M | +12.0% | +9.6% | +2.4% | +8.2% |
| YTD | -0.1% | -3.3% | +3.2% | +1.7% |
| 1Y | -33.5% | -6.1% | -27.4% | -31.1% |
| All | +46.6% | +27.2% | +19.4% | +32.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling