+24.7%
RCL vs TEM
+6.3%
+18.4%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.5% | +0.5% | -3.4% |
| 7D | -0.2% | +7.8% | -8.0% | -1.2% |
| 30D | +14.4% | +11.2% | +3.1% | +12.7% |
| 3M | +5.2% | +39.0% | -33.8% | -1.6% |
| 6M | +26.1% | +61.6% | -35.5% | +12.2% |
| YTD | +17.4% | +28.5% | -11.2% | +7.8% |
| 1Y | +24.7% | +6.7% | +17.9% | +16.2% |
| All | +24.7% | +6.3% | +18.4% | +16.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling