+74.5%
UBER vs TSN
-16.3%
+90.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.5% |
| 7D | -4.5% | +1.4% | -5.8% | -5.0% |
| 30D | -7.6% | -6.2% | -1.4% | -5.3% |
| 3M | +5.8% | -5.7% | +11.4% | +8.0% |
| 6M | +0.3% | -11.4% | +11.6% | +4.1% |
| YTD | -11.2% | -8.2% | -3.0% | -9.5% |
| 1Y | -23.0% | -2.0% | -21.0% | -24.3% |
| 3Y | +53.6% | +11.9% | +41.7% | +35.2% |
| 5Y | +81.9% | -17.8% | +99.7% | +82.2% |
| All | +74.5% | -16.3% | +90.9% | +20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling