+61.6%
TEM vs WU
-20.8%
+82.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.3% | -4.5% |
| 7D | +7.8% | -5.3% | +13.0% | +7.7% |
| 30D | +11.2% | +9.0% | +2.2% | +10.4% |
| 3M | +39.0% | -3.6% | +42.5% | +39.4% |
| 6M | +61.6% | -19.4% | +81.0% | +67.0% |
| All | +61.6% | -20.8% | +82.5% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 6mo: compounded portfolio wealth divided by compounded WU 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…
6mo analysis · Full analysis span regression · 6 months rolling