+14,213.2%
TSCO vs AU
+755.5%
+13,457.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -2.0% | -1.6% |
| 7D | -5.7% | -4.3% | -1.4% | -5.4% |
| 30D | -8.8% | +7.3% | -16.1% | -9.2% |
| 3M | +6.3% | +26.3% | -20.0% | +4.7% |
| 6M | -32.3% | +1.8% | -34.0% | -32.7% |
| YTD | -32.7% | +26.8% | -59.5% | -34.0% |
| 1Y | -43.7% | +66.7% | -110.4% | -45.8% |
| 3Y | -19.7% | +579.1% | -598.7% | -29.2% |
| 5Y | -11.6% | +689.3% | -700.9% | -23.7% |
| 10Y | +184.1% | +686.6% | -502.5% | +137.6% |
| All | +14,213.2% | +755.5% | +13,457.7% | +10,744.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling