+293.8%
TRV vs TSN
-5.9%
+299.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.1% |
| 7D | -1.5% | +1.4% | -2.8% | -1.9% |
| 30D | -1.8% | -6.2% | +4.4% | 0.0% |
| 3M | +21.6% | -5.7% | +27.2% | +23.4% |
| 6M | +22.5% | -11.4% | +33.8% | +26.3% |
| YTD | +28.1% | -8.2% | +36.3% | +30.3% |
| 1Y | +37.0% | -2.0% | +39.0% | +36.1% |
| 3Y | +141.9% | +11.9% | +130.0% | +127.0% |
| 5Y | +158.5% | -17.8% | +176.3% | +163.5% |
| All | +293.8% | -5.9% | +299.7% | +253.6% |
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