-7.7%
TSN vs SPXU
-99.5%
+91.8%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.8% | -0.4% | +1.7% |
| 7D | +1.4% | +6.4% | -5.0% | +2.5% |
| 30D | -6.2% | +5.9% | -12.1% | -5.2% |
| 3M | -5.7% | -11.7% | +6.0% | -7.7% |
| 6M | -11.4% | -28.7% | +17.3% | -16.3% |
| YTD | -8.2% | -26.4% | +18.2% | -12.6% |
| 1Y | -2.0% | -35.2% | +33.2% | -8.7% |
| 3Y | +11.9% | -79.8% | +91.7% | -14.0% |
| 5Y | -17.8% | -86.1% | +68.3% | -36.5% |
| All | -7.7% | -99.5% | +91.8% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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