+326.4%
WM vs TSN
+12.5%
+313.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +1.2% | +5.8% | -4.7% | +0.1% |
| 30D | +13.7% | +12.8% | +0.8% | +11.2% |
| 3M | +5.2% | +6.5% | -1.2% | +3.9% |
| 6M | +11.2% | -10.3% | +21.4% | +13.0% |
| YTD | +9.4% | +5.5% | +3.9% | +7.8% |
| 1Y | +20.4% | +15.8% | +4.6% | +16.5% |
| 3Y | +44.7% | +42.5% | +2.1% | +33.6% |
| 5Y | +58.5% | -14.3% | +72.8% | +59.8% |
| 10Y | +326.4% | +18.2% | +308.2% | +300.6% |
| All | +326.4% | +12.5% | +313.9% | +300.6% |
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