-40.9%
TSCO vs AGI
+17.6%
-58.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.3% |
| 7D | +0.8% | +0.6% | +0.2% | +0.7% |
| 30D | +5.5% | +18.2% | -12.8% | +3.7% |
| 3M | +20.0% | -4.1% | +24.1% | +20.1% |
| 6M | -29.8% | -28.7% | -1.1% | -27.0% |
| YTD | -28.7% | -4.0% | -24.7% | -27.2% |
| 1Y | -40.9% | +17.4% | -58.3% | -40.0% |
| All | -40.9% | +17.6% | -58.5% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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