+145.0%
TRV vs TSN
+13.0%
+132.1%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.9% |
| 7D | +1.9% | +3.0% | -1.1% | +1.3% |
| 30D | +1.7% | -4.2% | +5.9% | +2.5% |
| 3M | +23.9% | -3.9% | +27.8% | +24.6% |
| 6M | +26.3% | -9.8% | +36.1% | +28.5% |
| YTD | +30.8% | -7.3% | +38.1% | +31.9% |
| 1Y | +36.3% | -2.2% | +38.5% | +35.2% |
| 3Y | +145.0% | +11.9% | +133.1% | +142.7% |
| All | +145.0% | +13.0% | +132.1% | +142.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling