+88.9%
TEM vs MOS
-12.3%
+101.3%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +0.1% | +7.8% | +7.9% |
| 7D | +5.3% | +21.6% | -16.3% | -2.5% |
| 30D | +8.1% | +12.0% | -3.9% | +3.1% |
| 3M | +64.9% | -3.9% | +68.8% | +66.5% |
| 6M | +42.1% | -3.3% | +45.5% | +42.5% |
| YTD | +28.8% | -4.6% | +33.4% | +26.4% |
| 1Y | +5.5% | -7.0% | +12.5% | +4.0% |
| All | +88.9% | -12.3% | +101.3% | +88.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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