+11.0%
TEM vs CPB
-23.3%
+34.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.3% |
| 7D | +5.1% | -4.1% | +9.1% | +5.3% |
| 30D | +16.8% | +16.9% | -0.1% | +14.6% |
| 3M | +42.6% | -0.6% | +43.2% | +43.1% |
| 6M | +63.9% | +11.4% | +52.5% | +62.5% |
| YTD | +34.5% | -14.8% | +49.3% | +29.2% |
| 1Y | +11.0% | -24.8% | +35.8% | +7.3% |
| All | +11.0% | -23.3% | +34.3% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling