-10.5%
TEM vs XHB
+5.8%
-16.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +5.4% | -8.2% | -5.6% |
| 7D | -1.3% | +9.7% | -11.1% | -6.0% |
| 30D | -9.5% | +11.7% | -21.2% | -14.8% |
| 3M | +60.7% | -1.4% | +62.1% | +61.9% |
| 6M | +35.5% | +6.8% | +28.7% | +32.1% |
| YTD | +28.0% | +5.5% | +22.6% | +21.2% |
| 1Y | -10.5% | +5.1% | -15.7% | -16.2% |
| All | -10.5% | +5.8% | -16.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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