+7,210.0%
URI vs TSN
+382.6%
+6,827.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.4% |
| 7D | -9.8% | +4.6% | -14.4% | -11.3% |
| 30D | +1.7% | +15.4% | -13.7% | -3.3% |
| 3M | -9.1% | +2.9% | -12.0% | -10.3% |
| 6M | +9.9% | -10.8% | +20.6% | +13.1% |
| YTD | +31.2% | +4.5% | +26.8% | +27.2% |
| 1Y | +25.9% | +19.5% | +6.4% | +16.3% |
| 3Y | +147.4% | +42.2% | +105.2% | +111.6% |
| 5Y | +179.7% | -14.2% | +193.9% | +182.0% |
| 10Y | +1,419.5% | +15.4% | +1,404.2% | +1,250.8% |
| All | +7,210.0% | +382.6% | +6,827.4% | +3,362.5% |
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