-10.4%
TSCO vs BEN
+36.0%
-46.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -5.7% | -3.1% | -2.5% | -4.8% |
| 30D | -8.8% | +0.2% | -8.9% | -8.8% |
| 3M | +6.3% | +6.8% | -0.5% | +4.2% |
| 6M | -32.3% | +38.1% | -70.4% | -38.6% |
| YTD | -32.7% | +44.3% | -77.0% | -40.0% |
| 1Y | -43.7% | +42.6% | -86.2% | -49.7% |
| 3Y | -19.7% | +52.3% | -72.0% | -31.2% |
| All | -10.4% | +36.0% | -46.4% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling