+77.9%
TEM vs ROIV
+269.1%
-191.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -1.2% | -4.5% | -5.0% |
| 7D | -5.9% | +1.7% | -7.5% | -6.6% |
| 30D | +4.8% | +17.6% | -12.8% | -4.6% |
| 3M | +31.9% | +9.0% | +22.9% | +23.1% |
| 6M | +56.0% | +35.3% | +20.7% | +25.2% |
| YTD | +21.3% | +82.2% | -60.9% | -22.5% |
| 1Y | +5.4% | +92.3% | -86.9% | -36.2% |
| All | +77.9% | +269.1% | -191.2% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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