+37.2%
DIS vs TSN
+41.9%
-4.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.4% | +0.8% |
| 7D | +1.9% | -1.4% | +3.3% | +2.2% |
| 30D | +9.2% | +8.5% | +0.7% | +7.7% |
| 3M | +13.5% | +5.3% | +8.2% | +12.4% |
| 6M | +14.3% | -10.5% | +24.8% | +15.7% |
| YTD | +5.4% | +3.0% | +2.4% | +4.4% |
| 1Y | +12.2% | +12.1% | 0.0% | +9.5% |
| 3Y | +37.2% | +43.1% | -5.9% | +26.3% |
| All | +37.2% | +41.9% | -4.7% | +26.3% |
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