+56.4%
TXN vs TSN
-18.6%
+75.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.3% |
| 7D | +2.0% | +1.4% | +0.6% | +1.7% |
| 30D | -8.0% | -6.2% | -1.8% | -6.8% |
| 3M | -7.8% | -5.7% | -2.1% | -7.1% |
| 6M | +32.4% | -11.4% | +43.8% | +34.9% |
| YTD | +51.7% | -8.2% | +59.9% | +52.6% |
| 1Y | +44.3% | -2.0% | +46.3% | +42.1% |
| 3Y | +71.3% | +11.9% | +59.4% | +59.8% |
| 5Y | +56.4% | -17.8% | +74.2% | +71.0% |
| All | +56.4% | -18.6% | +75.0% | +71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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