+88.5%
TEM vs RBA
+20.7%
+67.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -3.0% | -3.0% |
| 7D | +7.8% | -0.5% | +8.3% | +8.4% |
| 30D | +11.2% | +6.8% | +4.4% | +4.1% |
| 3M | +39.0% | +9.5% | +29.5% | +26.9% |
| 6M | +61.6% | -8.2% | +69.8% | +68.2% |
| YTD | +28.5% | -7.7% | +36.3% | +27.2% |
| 1Y | +6.7% | -6.9% | +13.6% | +3.9% |
| All | +88.5% | +20.7% | +67.8% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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