+77.9%
TEM vs BEN
+89.9%
-12.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +0.4% | -6.1% | -6.0% |
| 7D | -5.9% | +6.8% | -12.6% | -10.2% |
| 30D | +4.8% | +18.0% | -13.2% | -6.6% |
| 3M | +31.9% | +7.5% | +24.4% | +25.5% |
| 6M | +56.0% | +14.7% | +41.3% | +41.3% |
| YTD | +21.3% | +56.1% | -34.8% | -12.2% |
| 1Y | +5.4% | +69.6% | -64.2% | -28.0% |
| All | +77.9% | +89.9% | -12.0% | +2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling