+617.0%
TSEM vs NI
+94.6%
+522.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.3% | -3.8% |
| 7D | +0.9% | -0.6% | +1.5% | +1.1% |
| 30D | -16.6% | -1.4% | -15.2% | -16.3% |
| 3M | -10.9% | -10.6% | -0.3% | -8.3% |
| 6M | +78.0% | -9.9% | +87.9% | +83.0% |
| YTD | +77.2% | +1.2% | +76.0% | +77.1% |
| 1Y | +207.6% | +4.4% | +203.2% | +204.7% |
| 3Y | +637.8% | +68.6% | +569.2% | +591.8% |
| 5Y | +617.0% | +98.0% | +519.0% | +600.7% |
| All | +617.0% | +94.6% | +522.4% | +600.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 5y: compounded portfolio wealth divided by compounded NI 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…
5y analysis · Full analysis span regression · 6 months rolling