+779.7%
MSCI vs TCOM
+3.5%
+776.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | +1.5% | +7.4% | -6.0% | +0.1% |
| 30D | +14.4% | +13.2% | +1.2% | +11.7% |
| 3M | +15.2% | -4.6% | +19.7% | +16.0% |
| 6M | +11.2% | -16.4% | +27.6% | +14.6% |
| YTD | +13.9% | -38.8% | +52.7% | +23.5% |
| 1Y | +12.5% | -37.3% | +49.8% | +21.3% |
| 3Y | +32.3% | +31.4% | +0.9% | +17.9% |
| 5Y | +4.9% | +45.5% | -40.7% | -14.1% |
| 10Y | +779.7% | +4.6% | +775.1% | +599.5% |
| All | +779.7% | +3.5% | +776.2% | +599.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TCOM.
Daily Out/Under-Performance
Portfolio return minus TCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TCOM 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 TCOM 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