+1,326.7%
TSEM vs MSCI
+615.8%
+710.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.0% | -1.7% |
| 7D | +4.7% | -1.1% | +5.8% | +5.1% |
| 30D | -14.2% | -1.2% | -13.1% | -14.1% |
| 3M | -5.0% | -8.4% | +3.4% | -3.9% |
| 6M | +87.6% | -1.0% | +88.6% | +82.4% |
| YTD | +84.4% | -2.3% | +86.7% | +79.8% |
| 1Y | +235.4% | -1.2% | +236.6% | +223.3% |
| 3Y | +668.0% | +7.9% | +660.1% | +606.5% |
| 5Y | +644.7% | -10.1% | +654.8% | +616.8% |
| 10Y | +1,326.7% | +631.0% | +695.7% | +502.6% |
| All | +1,326.7% | +615.8% | +710.9% | +502.6% |
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