+59.7%
TEM vs BEN
+80.9%
-21.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +3.2% | +4.7% | -1.4% | 0.0% |
| 30D | +23.5% | +2.6% | +20.9% | +21.2% |
| 3M | +32.3% | +11.5% | +20.8% | +22.1% |
| 6M | +23.0% | +35.3% | -12.3% | -1.4% |
| YTD | +8.9% | +48.6% | -39.8% | -18.6% |
| 1Y | -19.9% | +46.7% | -66.5% | -39.7% |
| All | +59.7% | +80.9% | -21.1% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling