+1,006.2%
TER vs TSN
+12.5%
+993.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.9% | -0.4% |
| 7D | -8.9% | +5.8% | -14.7% | -10.1% |
| 30D | -39.1% | +12.8% | -51.9% | -40.8% |
| 3M | -32.8% | +6.5% | -39.2% | -33.9% |
| 6M | -31.7% | -10.3% | -21.5% | -30.5% |
| YTD | +26.9% | +5.5% | +21.4% | +23.1% |
| 1Y | +33.6% | +15.8% | +17.8% | +26.0% |
| 3Y | +181.5% | +42.5% | +139.0% | +141.9% |
| 5Y | +76.1% | -14.3% | +90.5% | +78.2% |
| 10Y | +1,006.2% | +18.2% | +988.0% | +871.4% |
| All | +1,006.2% | +12.5% | +993.7% | +871.4% |
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