+1,077.0%
TER vs TSN
+17.5%
+1,059.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.7% | +9.0% | +8.5% |
| 7D | +5.9% | -0.3% | +6.2% | +5.9% |
| 30D | -30.8% | +11.8% | -42.5% | -32.7% |
| 3M | -29.9% | +7.1% | -37.0% | -31.3% |
| 6M | -27.5% | -9.2% | -18.3% | -26.4% |
| YTD | +37.5% | +4.8% | +32.7% | +33.5% |
| 1Y | +50.3% | +11.6% | +38.6% | +43.2% |
| 3Y | +204.9% | +41.5% | +163.4% | +162.3% |
| 5Y | +89.2% | -15.5% | +104.7% | +92.0% |
| 10Y | +1,077.0% | +16.9% | +1,060.1% | +935.4% |
| All | +1,077.0% | +17.5% | +1,059.5% | +935.4% |
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