+97.3%
TEM vs MSCI
+42.2%
+55.1%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.7% |
| 7D | +5.1% | -1.9% | +6.9% | +5.9% |
| 30D | +16.8% | +16.5% | +0.4% | +8.6% |
| 3M | +42.6% | +18.2% | +24.4% | +31.3% |
| 6M | +63.9% | +14.0% | +49.9% | +51.6% |
| YTD | +34.5% | +16.6% | +17.9% | +21.9% |
| 1Y | +11.0% | +14.8% | -3.8% | +1.5% |
| All | +97.3% | +42.2% | +55.1% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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