+88.5%
TEM vs BEN
+89.1%
-0.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.2% | -3.2% | -3.6% |
| 7D | +7.8% | +11.3% | -3.6% | -0.1% |
| 30D | +11.2% | +15.0% | -3.8% | +0.9% |
| 3M | +39.0% | +7.8% | +31.1% | +32.0% |
| 6M | +61.6% | +15.5% | +46.1% | +45.7% |
| YTD | +28.5% | +55.4% | -26.9% | -6.6% |
| 1Y | +6.7% | +63.3% | -56.5% | -25.1% |
| All | +88.5% | +89.1% | -0.5% | +8.6% |
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