+53.9%
RMD vs TSN
+13.0%
+40.9%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.7% | -4.9% | -3.5% |
| 7D | -4.5% | -5.0% | +0.6% | -3.6% |
| 30D | +4.6% | -9.1% | +13.7% | +6.3% |
| 3M | +14.8% | -7.4% | +22.2% | +16.2% |
| 6M | -12.1% | -13.4% | +1.3% | -10.0% |
| YTD | -7.5% | -8.5% | +1.0% | -6.1% |
| 1Y | -20.1% | -3.2% | -16.9% | -19.6% |
| 3Y | +53.9% | +11.5% | +42.4% | +43.6% |
| All | +53.9% | +13.0% | +40.9% | +43.6% |
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