-14.4%
TEM vs WY
-0.7%
-13.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -6.9% |
| 7D | -9.5% | +9.5% | -19.0% | -9.3% |
| 30D | -2.2% | +16.3% | -18.4% | -2.0% |
| 3M | +50.8% | -15.5% | +66.3% | +51.5% |
| 6M | +30.3% | -7.1% | +37.4% | +32.5% |
| YTD | +19.3% | -6.3% | +25.5% | +20.1% |
| 1Y | -14.4% | -0.3% | -14.1% | -12.8% |
| All | -14.4% | -0.7% | -13.7% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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