-13.9%
TSN vs GEN
+27.3%
-41.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +4.9% | -0.3% | +5.2% | +4.9% |
| 30D | +12.1% | +28.2% | -16.1% | +8.5% |
| 3M | +4.1% | +2.6% | +1.5% | +3.3% |
| 6M | -10.9% | +32.7% | -43.6% | -14.7% |
| YTD | +4.8% | +11.3% | -6.5% | +2.8% |
| 1Y | +17.6% | +17.9% | -0.3% | +14.4% |
| 3Y | +43.2% | +66.3% | -23.1% | +31.3% |
| 5Y | -13.9% | +31.7% | -45.6% | -20.0% |
| All | -13.9% | +27.3% | -41.2% | -20.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling