+1,895.7%
TER vs TSN
-9.4%
+1,905.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.0% | +4.2% | +3.4% |
| 7D | +12.4% | -7.3% | +19.7% | +14.2% |
| 30D | +5.1% | -8.6% | +13.8% | +7.2% |
| 3M | +4.0% | -7.5% | +11.5% | +5.1% |
| 6M | +29.5% | -14.1% | +43.7% | +32.6% |
| YTD | +98.5% | -9.4% | +107.9% | +99.8% |
| 1Y | +234.1% | -4.1% | +238.2% | +229.7% |
| 3Y | +289.0% | +10.3% | +278.7% | +259.2% |
| 5Y | +228.2% | -19.7% | +247.9% | +234.3% |
| 10Y | +1,895.7% | -7.0% | +1,902.7% | +1,730.9% |
| All | +1,895.7% | -9.4% | +1,905.1% | +1,730.9% |
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 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