+109.8%
TEM vs MSCI
+39.0%
+70.8%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.8% | +10.2% | +10.7% |
| 7D | +7.6% | +1.5% | +6.1% | +6.8% |
| 30D | +19.0% | +14.4% | +4.7% | +11.6% |
| 3M | +62.2% | +15.2% | +47.0% | +51.1% |
| 6M | +69.4% | +11.2% | +58.1% | +58.5% |
| YTD | +43.0% | +13.9% | +29.1% | +31.0% |
| 1Y | +18.0% | +12.5% | +5.5% | +8.9% |
| All | +109.8% | +39.0% | +70.8% | +67.9% |
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