+78.2%
AAPL vs TSN
+10.3%
+67.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | -3.0% | -7.3% | +4.3% | -1.9% |
| 30D | +2.3% | -8.6% | +10.9% | +3.6% |
| 3M | +8.6% | -7.5% | +16.1% | +9.9% |
| 6M | +21.6% | -14.1% | +35.7% | +23.8% |
| YTD | +16.3% | -9.4% | +25.7% | +17.3% |
| 1Y | +35.1% | -4.1% | +39.1% | +34.6% |
| All | +78.2% | +10.3% | +67.9% | +71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 3y: compounded portfolio wealth divided by compounded TSN 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…
3y analysis · Full analysis span regression · 6 months rolling