+315.0%
TSEM vs OPEN
-93.7%
+408.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.7% | +10.2% | +10.8% |
| 7D | -2.0% | -21.7% | +19.7% | -0.4% |
| 30D | -33.4% | -36.5% | +3.1% | -31.2% |
| 3M | -39.7% | -59.5% | +19.9% | -35.3% |
| 6M | -27.8% | -71.9% | +44.0% | -20.5% |
| YTD | +29.7% | -75.8% | +105.5% | +43.6% |
| 1Y | +81.1% | -78.5% | +159.7% | +102.2% |
| 3Y | +529.3% | -30.2% | +559.5% | +471.4% |
| 5Y | +315.0% | -93.3% | +408.2% | +379.8% |
| All | +315.0% | -93.7% | +408.6% | +379.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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