+77.9%
TEM vs XHB
-0.1%
+77.9%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.7% | -6.4% | -6.4% |
| 7D | -5.9% | -0.2% | -5.6% | -5.3% |
| 30D | +4.8% | +9.9% | -5.1% | -5.5% |
| 3M | +31.9% | -6.3% | +38.2% | +40.8% |
| 6M | +56.0% | +3.8% | +52.1% | +46.9% |
| YTD | +21.3% | +0.1% | +21.1% | +14.4% |
| 1Y | +5.4% | -0.8% | +6.2% | 0.0% |
| All | +77.9% | -0.1% | +77.9% | +67.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling