-24.4%
TEM vs MSFU
-20.0%
-4.4%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.9% | -3.8% | -4.4% |
| 7D | -1.1% | -2.3% | +1.3% | -0.5% |
| 30D | +11.3% | -6.3% | +17.5% | +12.9% |
| 3M | +25.5% | +40.0% | -14.4% | +13.7% |
| 6M | +17.1% | +30.1% | -13.0% | +5.3% |
| YTD | +3.8% | -10.3% | +14.1% | -1.1% |
| 1Y | -24.4% | -19.0% | -5.3% | -24.4% |
| All | -24.4% | -20.0% | -4.4% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 1y: compounded portfolio wealth divided by compounded MSFU 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…
1y analysis · Full analysis span regression · 6 months rolling