-40.9%
TSCO vs AU
+100.5%
-141.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.3% | +3.5% | +1.3% |
| 7D | +0.8% | -3.6% | +4.4% | +1.0% |
| 30D | +5.5% | +23.9% | -18.4% | +3.6% |
| 3M | +20.0% | +19.1% | +0.9% | +18.1% |
| 6M | -29.8% | -0.2% | -29.6% | -29.6% |
| YTD | -28.7% | +32.5% | -61.1% | -29.7% |
| 1Y | -40.9% | +96.9% | -137.9% | -44.1% |
| All | -40.9% | +100.5% | -141.4% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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