+283.9%
RTX vs TSN
-9.4%
+293.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.3% |
| 7D | -1.6% | -7.3% | +5.7% | +0.7% |
| 30D | -11.6% | -8.6% | -2.9% | -9.1% |
| 3M | +9.2% | -7.5% | +16.7% | +11.5% |
| 6M | -4.4% | -14.1% | +9.7% | -0.5% |
| YTD | +8.9% | -9.4% | +18.3% | +11.1% |
| 1Y | +32.1% | -4.1% | +36.2% | +31.8% |
| 3Y | +151.2% | +10.3% | +140.9% | +134.6% |
| 5Y | +162.9% | -19.7% | +182.6% | +170.3% |
| 10Y | +283.9% | -7.0% | +290.9% | +255.3% |
| All | +283.9% | -9.4% | +293.4% | +255.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling