-7.0%
TSN vs GEN
+150.6%
-157.6%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -7.3% | -2.9% | -4.4% | -7.0% |
| 30D | -8.6% | +2.1% | -10.7% | -9.0% |
| 3M | -7.5% | +19.7% | -27.2% | -9.7% |
| 6M | -14.1% | +33.3% | -47.4% | -17.5% |
| YTD | -9.4% | +11.1% | -20.5% | -11.0% |
| 1Y | -4.1% | +3.0% | -7.1% | -4.9% |
| 3Y | +10.3% | +57.9% | -47.5% | +3.0% |
| 5Y | -19.7% | +20.6% | -40.3% | -23.7% |
| 10Y | -7.0% | +153.2% | -160.3% | -20.4% |
| All | -7.0% | +150.6% | -157.6% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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