-1.5%
TSCO vs ASX
+366.9%
-368.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | +0.3% | +12.4% | -12.1% | +0.1% |
| 30D | +11.3% | -19.8% | +31.1% | +11.7% |
| 3M | +1.5% | -10.3% | +11.8% | +1.3% |
| 6M | +24.0% | +1.2% | +22.7% | +22.1% |
| YTD | -25.7% | +123.0% | -148.7% | -33.1% |
| 1Y | -33.6% | +145.4% | -179.0% | -40.9% |
| 3Y | -1.5% | +368.6% | -370.1% | -30.3% |
| All | -1.5% | +366.9% | -368.4% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 3y: compounded portfolio wealth divided by compounded ASX 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…
3y analysis · Full analysis span regression · 6 months rolling