+77.9%
TEM vs BN
+53.9%
+24.0%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.6% | -4.0% | -3.8% |
| 7D | -5.9% | -1.0% | -4.9% | -4.3% |
| 30D | +4.8% | +14.0% | -9.2% | -10.3% |
| 3M | +31.9% | -9.0% | +40.9% | +46.9% |
| 6M | +56.0% | -8.8% | +64.8% | +71.9% |
| YTD | +21.3% | -10.3% | +31.5% | +34.1% |
| 1Y | +5.4% | -5.8% | +11.2% | +9.3% |
| All | +77.9% | +53.9% | +24.0% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling