+6.7%
TEM vs CSGP
-55.9%
+62.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.6% | -3.9% | -4.3% |
| 7D | +7.8% | -6.1% | +13.8% | +9.2% |
| 30D | +11.2% | +0.3% | +10.9% | +8.6% |
| 3M | +39.0% | -1.3% | +40.3% | +35.8% |
| 6M | +61.6% | -8.9% | +70.6% | +63.1% |
| YTD | +28.5% | -55.2% | +83.8% | +72.6% |
| 1Y | +6.7% | -56.4% | +63.1% | +46.8% |
| All | +6.7% | -55.9% | +62.6% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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