+50,177.4%
TSCO vs BEN
+1,353.9%
+48,823.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +0.9% |
| 7D | +1.7% | +4.7% | -3.0% | +0.2% |
| 30D | +2.8% | +2.6% | +0.2% | +1.9% |
| 3M | +17.9% | +11.5% | +6.4% | +13.7% |
| 6M | -28.6% | +35.3% | -63.9% | -35.4% |
| YTD | -28.0% | +48.6% | -76.7% | -37.0% |
| 1Y | -39.9% | +46.7% | -86.5% | -47.3% |
| 3Y | -14.0% | +57.0% | -71.0% | -27.8% |
| 5Y | -2.9% | +41.8% | -44.7% | -18.1% |
| 10Y | +199.5% | +55.2% | +144.3% | +129.2% |
| All | +50,177.4% | +1,353.9% | +48,823.5% | +25,129.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling