+59.7%
TEM vs GEN
+27.3%
+32.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.7% | +2.2% | +2.0% |
| 7D | +3.2% | -0.7% | +3.9% | +3.8% |
| 30D | +23.5% | +2.6% | +20.9% | +20.0% |
| 3M | +32.3% | +15.8% | +16.5% | +14.2% |
| 6M | +23.0% | +33.1% | -10.1% | -9.4% |
| YTD | +8.9% | +11.3% | -2.4% | -1.1% |
| 1Y | -19.9% | +1.7% | -21.5% | -17.5% |
| All | +59.7% | +27.3% | +32.4% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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