+17.1%
TEM vs BTG
+8.1%
+9.0%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.7% | -6.3% | -5.4% |
| 7D | -1.1% | +2.4% | -3.5% | -2.1% |
| 30D | +11.3% | +9.5% | +1.8% | +7.4% |
| 3M | +25.5% | +38.5% | -13.0% | +11.4% |
| 6M | +17.1% | +5.6% | +11.5% | +10.6% |
| All | +17.1% | +8.1% | +9.0% | +10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 6mo: compounded portfolio wealth divided by compounded BTG 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…
6mo analysis · Full analysis span regression · 6 months rolling