+5,376.0%
WMB vs TSN
+890.5%
+4,485.6%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.3% |
| 7D | +0.6% | -6.3% | +6.9% | +2.2% |
| 30D | +3.3% | -10.8% | +14.1% | +6.1% |
| 3M | +3.1% | -8.8% | +11.9% | +5.1% |
| 6M | -0.7% | -16.8% | +16.1% | +3.2% |
| YTD | +25.2% | -10.0% | +35.2% | +27.3% |
| 1Y | +32.9% | -5.3% | +38.1% | +33.1% |
| 3Y | +140.6% | +8.5% | +132.0% | +129.3% |
| 5Y | +273.5% | -22.9% | +296.4% | +284.6% |
| 10Y | +334.2% | -12.6% | +346.8% | +321.9% |
| All | +5,376.0% | +890.5% | +4,485.6% | +2,490.1% |
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