-29.4%
TSCO vs AS
+3.3%
-32.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.1% | -0.9% | +3.4% |
| 7D | +15.7% | +13.8% | +1.9% | +13.4% |
| 30D | +16.4% | +16.7% | -0.3% | +13.7% |
| 3M | +11.2% | -11.5% | +22.7% | +12.2% |
| 6M | +14.9% | -5.5% | +20.4% | +14.4% |
| YTD | -25.4% | -14.2% | -11.2% | -25.6% |
| 1Y | -29.4% | +2.1% | -31.5% | -29.5% |
| All | -29.4% | +3.3% | -32.7% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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