+45.9%
TEM vs RGEN
+31.3%
+14.7%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.9% | -4.0% |
| 7D | -9.2% | -2.9% | -6.2% | -7.2% |
| 30D | +5.5% | -0.1% | +5.5% | +6.2% |
| 3M | +18.7% | +25.9% | -7.2% | +1.2% |
| 6M | +15.4% | +35.2% | -19.8% | -6.5% |
| YTD | -0.5% | +0.5% | -1.0% | -2.0% |
| 1Y | -24.8% | +37.0% | -61.8% | -39.7% |
| All | +45.9% | +31.3% | +14.7% | +8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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