-41.5%
TRI vs TSN
-1.7%
-39.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +1.5% |
| 7D | -7.9% | +3.0% | -10.9% | -8.4% |
| 30D | -4.5% | -4.2% | -0.3% | -4.0% |
| 3M | +22.1% | -3.9% | +26.0% | +23.4% |
| 6M | -2.8% | -9.8% | +7.1% | -1.6% |
| YTD | -23.4% | -7.3% | -16.1% | -22.8% |
| 1Y | -41.5% | -2.2% | -39.3% | -43.7% |
| All | -41.5% | -1.7% | -39.9% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling