-43.7%
TSCO vs BN
-14.1%
-29.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -2.0% | -1.6% |
| 7D | -5.7% | -5.2% | -0.5% | -4.6% |
| 30D | -8.8% | -14.5% | +5.7% | -5.7% |
| 3M | +6.3% | -15.0% | +21.3% | +9.9% |
| 6M | -32.3% | -5.4% | -26.9% | -31.6% |
| YTD | -32.7% | -16.4% | -16.3% | -31.1% |
| 1Y | -43.7% | -16.2% | -27.4% | -42.9% |
| All | -43.7% | -14.1% | -29.6% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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