+45.9%
TEM vs RVTY
+10.6%
+35.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.8% | -1.9% |
| 7D | -9.2% | -7.4% | -1.7% | -2.0% |
| 30D | +5.5% | +4.5% | +1.0% | +2.1% |
| 3M | +18.7% | +19.5% | -0.8% | +1.5% |
| 6M | +15.4% | +34.1% | -18.7% | -12.6% |
| YTD | -0.5% | +25.3% | -25.8% | -21.4% |
| 1Y | -24.8% | +47.0% | -71.8% | -50.2% |
| All | +45.9% | +10.6% | +35.3% | +24.3% |
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