-24.5%
KVUE vs TSN
-0.8%
-23.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.0% | -0.3% |
| 7D | -5.1% | +3.0% | -8.2% | -5.8% |
| 30D | -6.3% | -4.2% | -2.1% | -5.4% |
| 3M | -0.5% | -3.9% | +3.4% | +0.2% |
| 6M | +3.1% | -9.8% | +12.9% | +5.1% |
| YTD | +6.7% | -7.3% | +14.0% | +7.9% |
| 1Y | -1.1% | -2.2% | +1.1% | -1.6% |
| 3Y | -8.7% | +11.9% | -20.6% | -11.7% |
| All | -24.5% | -0.8% | -23.7% | -26.9% |
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