+109.8%
TEM vs GEN
+27.3%
+82.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | +7.6% | -0.3% | +7.9% | +7.5% |
| 30D | +19.0% | +28.2% | -9.1% | -1.5% |
| 3M | +62.2% | +2.6% | +59.6% | +55.8% |
| 6M | +69.4% | +32.7% | +36.7% | +24.7% |
| YTD | +43.0% | +11.3% | +31.7% | +28.5% |
| 1Y | +18.0% | +17.9% | +0.1% | -3.3% |
| All | +109.8% | +27.3% | +82.5% | +30.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling