+289.5%
WBD vs TEM
+46.9%
+242.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.2% | +1.6% |
| 7D | -0.6% | -9.2% | +8.6% | +0.7% |
| 30D | +4.2% | +5.5% | -1.3% | +2.7% |
| 3M | +7.5% | +18.7% | -11.2% | +3.5% |
| 6M | +1.6% | +15.4% | -13.8% | -2.8% |
| YTD | -2.2% | -0.5% | -1.6% | -4.8% |
| 1Y | +124.9% | -24.8% | +149.7% | +126.7% |
| All | +289.5% | +46.9% | +242.7% | +224.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TEM.
Daily Out/Under-Performance
Portfolio return minus TEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEM 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 5y: compounded portfolio wealth divided by compounded TEM 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…
5y analysis · Full analysis span regression · 6 months rolling