+6.7%
TEM vs MSFU
-13.1%
+19.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.8% | -5.3% | -4.7% |
| 7D | +7.8% | -4.9% | +12.7% | +9.2% |
| 30D | +11.2% | -9.1% | +20.3% | +13.9% |
| 3M | +39.0% | +8.7% | +30.3% | +35.3% |
| 6M | +61.6% | +48.3% | +13.4% | +45.3% |
| YTD | +28.5% | -1.6% | +30.1% | +15.3% |
| 1Y | +6.7% | -13.6% | +20.3% | -2.0% |
| All | +6.7% | -13.1% | +19.8% | -2.0% |
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