+88.5%
TEM vs WY
-23.7%
+112.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.9% | -3.5% | -4.0% |
| 7D | +7.8% | -5.4% | +13.2% | +10.8% |
| 30D | +11.2% | +7.9% | +3.4% | +5.9% |
| 3M | +39.0% | -16.6% | +55.6% | +54.1% |
| 6M | +61.6% | -11.2% | +72.8% | +70.1% |
| YTD | +28.5% | -11.3% | +39.8% | +31.9% |
| 1Y | +6.7% | -5.5% | +12.3% | +3.1% |
| All | +88.5% | -23.7% | +112.2% | +106.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling