+6,411.5%
TRV vs TSN
+907.0%
+5,504.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.7% | -1.4% |
| 7D | +0.5% | -5.0% | +5.5% | +1.6% |
| 30D | -4.9% | -9.1% | +4.2% | -2.8% |
| 3M | +23.7% | -7.4% | +31.2% | +25.7% |
| 6M | +20.3% | -13.4% | +33.7% | +23.8% |
| YTD | +27.1% | -8.5% | +35.5% | +28.9% |
| 1Y | +35.3% | -3.2% | +38.5% | +35.3% |
| 3Y | +139.8% | +11.5% | +128.3% | +130.0% |
| 5Y | +153.9% | -19.5% | +173.4% | +159.4% |
| 10Y | +285.9% | -9.1% | +295.0% | +272.5% |
| All | +6,411.5% | +907.0% | +5,504.5% | +2,772.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling