+52.2%
TEM vs BN
+44.4%
+7.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.9% | -2.8% | -2.4% |
| 7D | -1.1% | -3.0% | +1.9% | +2.7% |
| 30D | +11.3% | -13.0% | +24.3% | +31.6% |
| 3M | +25.5% | -15.2% | +40.8% | +53.0% |
| 6M | +17.1% | -5.9% | +23.0% | +25.1% |
| YTD | +3.8% | -15.8% | +19.6% | +24.7% |
| 1Y | -24.4% | -12.2% | -12.2% | -15.3% |
| All | +52.2% | +44.4% | +7.8% | -12.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling