+895.4%
TSN vs BEN
+4,913.3%
-4,018.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.5% | -4.2% | -1.6% |
| 7D | -6.3% | +0.2% | -6.5% | -6.5% |
| 30D | -10.8% | -0.5% | -10.3% | -10.8% |
| 3M | -8.8% | +9.7% | -18.5% | -11.2% |
| 6M | -16.8% | +33.9% | -50.7% | -23.6% |
| YTD | -10.0% | +49.0% | -59.0% | -19.9% |
| 1Y | -5.3% | +42.1% | -47.4% | -14.8% |
| 3Y | +8.5% | +51.9% | -43.4% | -6.4% |
| 5Y | -22.9% | +39.0% | -62.0% | -33.4% |
| 10Y | -12.6% | +57.9% | -70.5% | -31.2% |
| All | +895.4% | +4,913.3% | -4,018.0% | +239.2% |
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 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