+135.1%
ADI vs TSN
-20.2%
+155.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.7% |
| 7D | +2.6% | -7.3% | +9.9% | +3.9% |
| 30D | -4.6% | -8.6% | +4.0% | -3.2% |
| 3M | -9.5% | -7.5% | -2.0% | -8.7% |
| 6M | +14.8% | -14.1% | +29.0% | +17.2% |
| YTD | +35.8% | -9.4% | +45.3% | +36.6% |
| 1Y | +48.9% | -4.1% | +53.0% | +47.4% |
| 3Y | +115.6% | +10.3% | +105.2% | +101.7% |
| 5Y | +135.1% | -19.7% | +154.8% | +160.7% |
| All | +135.1% | -20.2% | +155.3% | +160.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling