+13.5%
TSN vs BEN
+64.2%
-50.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.0% |
| 7D | -1.4% | +11.3% | -12.7% | -1.8% |
| 30D | +10.2% | +15.0% | -4.8% | +9.6% |
| 3M | +7.2% | +7.8% | -0.7% | +6.8% |
| 6M | -10.6% | +15.5% | -26.1% | -11.1% |
| YTD | +3.7% | +55.4% | -51.7% | +1.9% |
| 1Y | +13.5% | +63.3% | -49.8% | +9.2% |
| All | +13.5% | +64.2% | -50.7% | +9.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling