+100.1%
TEM vs RVTY
+45.6%
+54.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.0% | -3.6% | -3.6% |
| 7D | +3.5% | -2.7% | +6.2% | +6.8% |
| 30D | +13.5% | +3.2% | +10.3% | +9.8% |
| 3M | +46.3% | +37.2% | +9.1% | +9.1% |
| 6M | +61.5% | +57.7% | +3.8% | +5.6% |
| YTD | +36.4% | +64.8% | -28.5% | -17.2% |
| 1Y | +12.2% | +72.8% | -60.6% | -35.6% |
| All | +100.1% | +45.6% | +54.5% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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