+88.5%
TEM vs RGEN
+32.7%
+55.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.5% | -0.9% | -1.9% |
| 7D | +7.8% | -1.2% | +8.9% | +9.1% |
| 30D | +11.2% | -5.1% | +16.3% | +16.1% |
| 3M | +39.0% | +0.5% | +38.5% | +41.5% |
| 6M | +61.6% | +46.6% | +15.1% | +26.3% |
| YTD | +28.5% | +1.6% | +26.9% | +27.6% |
| 1Y | +6.7% | +5.4% | +1.4% | +3.7% |
| All | +88.5% | +32.7% | +55.8% | +41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling