-18.4%
TSCO vs BEN
+51.0%
-69.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.1% |
| 7D | -3.1% | +0.3% | -3.4% | -3.2% |
| 30D | -4.4% | +0.9% | -5.3% | -4.6% |
| 3M | +9.7% | +9.2% | +0.5% | +7.1% |
| 6M | -32.4% | +36.8% | -69.2% | -38.1% |
| YTD | -31.7% | +44.4% | -76.0% | -38.5% |
| 1Y | -41.3% | +45.8% | -87.1% | -47.4% |
| All | -18.4% | +51.0% | -69.4% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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