-6.8%
TSN vs BEN
+56.6%
-63.4%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.0% | -3.1% | +6.1% | +3.8% |
| 30D | -4.2% | +0.2% | -4.4% | -4.3% |
| 3M | -3.9% | +6.8% | -10.7% | -5.7% |
| 6M | -9.8% | +38.1% | -47.9% | -17.4% |
| YTD | -7.3% | +44.3% | -51.6% | -16.3% |
| 1Y | -2.2% | +42.6% | -44.8% | -11.6% |
| 3Y | +11.9% | +52.3% | -40.4% | -2.7% |
| 5Y | -16.9% | +37.6% | -54.6% | -27.6% |
| All | -6.8% | +56.6% | -63.4% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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