+77.9%
TEM vs CPB
-40.9%
+118.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +3.1% | -8.8% | -5.9% |
| 7D | -5.9% | -1.6% | -4.3% | -5.7% |
| 30D | +4.8% | +19.2% | -14.4% | +2.5% |
| 3M | +31.9% | -1.0% | +32.8% | +32.2% |
| 6M | +56.0% | +15.2% | +40.8% | +53.5% |
| YTD | +21.3% | -13.1% | +34.3% | +21.7% |
| 1Y | +5.4% | -22.4% | +27.8% | +7.1% |
| All | +77.9% | -40.9% | +118.8% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling