+60.5%
TEM vs BEN
+81.3%
-20.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -2.5% |
| 7D | +0.9% | +0.2% | +0.7% | +0.7% |
| 30D | +38.4% | -0.5% | +38.9% | +38.7% |
| 3M | +23.7% | +9.7% | +13.9% | +15.6% |
| 6M | +26.0% | +33.9% | -7.9% | +1.7% |
| YTD | +9.4% | +49.0% | -39.5% | -18.3% |
| 1Y | -17.3% | +42.1% | -59.4% | -36.4% |
| All | +60.5% | +81.3% | -20.7% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling