+52.2%
TEM vs OPEN
+43.5%
+8.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -4.2% |
| 7D | -1.1% | -2.9% | +1.8% | -0.4% |
| 30D | +11.3% | -13.8% | +25.1% | +15.1% |
| 3M | +25.5% | -30.9% | +56.4% | +35.7% |
| 6M | +17.1% | -40.9% | +58.1% | +30.4% |
| YTD | +3.8% | -48.5% | +52.3% | +17.5% |
| 1Y | -24.4% | -50.9% | +26.5% | -18.9% |
| All | +52.2% | +43.5% | +8.7% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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