+59.7%
TEM vs BB
+213.5%
-153.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.6% |
| 7D | +3.2% | +0.5% | +2.7% | +3.0% |
| 30D | +23.5% | -12.4% | +35.9% | +31.0% |
| 3M | +32.3% | -15.3% | +47.6% | +39.9% |
| 6M | +23.0% | +128.8% | -105.8% | -27.7% |
| YTD | +8.9% | +107.7% | -98.8% | -32.1% |
| 1Y | -19.9% | +103.9% | -123.7% | -51.2% |
| All | +59.7% | +213.5% | -153.8% | -32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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