+88.5%
TEM vs MSCI
+40.0%
+48.5%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.5% | -2.9% | -3.8% |
| 7D | +7.8% | -0.7% | +8.4% | +8.0% |
| 30D | +11.2% | +16.2% | -4.9% | +3.5% |
| 3M | +39.0% | +16.1% | +22.8% | +29.0% |
| 6M | +61.6% | +12.9% | +48.7% | +50.0% |
| YTD | +28.5% | +14.8% | +13.7% | +17.3% |
| 1Y | +6.7% | +13.8% | -7.1% | -2.1% |
| All | +88.5% | +40.0% | +48.5% | +50.3% |
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