+87.6%
SMH vs TSCO
-42.3%
+129.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.4% |
| 7D | +0.3% | -5.7% | +5.9% | -0.1% |
| 30D | -2.8% | -8.8% | +6.0% | -3.3% |
| 3M | -6.7% | +6.3% | -13.0% | -6.2% |
| 6M | +41.8% | -32.3% | +74.0% | +46.9% |
| YTD | +57.9% | -32.7% | +90.6% | +63.2% |
| 1Y | +87.6% | -43.7% | +131.3% | +97.0% |
| All | +87.6% | -42.3% | +129.9% | +97.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TSCO.
Daily Out/Under-Performance
Portfolio return minus TSCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSCO 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 1y: compounded portfolio wealth divided by compounded TSCO 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…
1y analysis · Full analysis span regression · 6 months rolling