+1,047.1%
TSN vs BEN
+5,129.3%
-4,082.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.7% |
| 7D | -1.4% | +11.3% | -12.7% | -4.3% |
| 30D | +10.2% | +15.0% | -4.8% | +6.0% |
| 3M | +7.2% | +7.8% | -0.7% | +4.7% |
| 6M | -10.6% | +15.5% | -26.1% | -14.4% |
| YTD | +3.7% | +55.4% | -51.7% | -9.0% |
| 1Y | +13.5% | +63.3% | -49.8% | -1.8% |
| 3Y | +40.1% | +83.4% | -43.3% | +14.7% |
| 5Y | -14.5% | +28.1% | -42.5% | -24.2% |
| 10Y | +15.7% | +59.1% | -43.4% | -8.9% |
| All | +1,047.1% | +5,129.3% | -4,082.1% | +285.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling