+6,893.4%
URI vs TSN
+315.8%
+6,577.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -2.0% | -6.3% | +4.3% | 0.0% |
| 30D | -12.9% | -10.8% | -2.1% | -9.6% |
| 3M | -6.7% | -8.8% | +2.0% | -4.4% |
| 6M | +19.0% | -16.8% | +35.8% | +25.4% |
| YTD | +25.5% | -10.0% | +35.5% | +28.3% |
| 1Y | +5.5% | -5.3% | +10.8% | +5.7% |
| 3Y | +111.3% | +8.5% | +102.8% | +98.7% |
| 5Y | +198.6% | -22.9% | +221.5% | +212.8% |
| 10Y | +1,179.9% | -12.6% | +1,192.5% | +1,147.8% |
| All | +6,893.4% | +315.8% | +6,577.6% | +3,392.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling