-24.8%
TEM vs XHB
-16.2%
-8.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -2.7% |
| 7D | -9.2% | -5.2% | -3.9% | -6.1% |
| 30D | +5.5% | -12.1% | +17.6% | +14.1% |
| 3M | +18.7% | -6.2% | +24.9% | +24.1% |
| 6M | +15.4% | -6.7% | +22.1% | +19.8% |
| YTD | -0.5% | -5.5% | +4.9% | +0.2% |
| 1Y | -24.8% | -15.6% | -9.2% | -3.6% |
| All | -24.8% | -16.2% | -8.7% | -3.6% |
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