-29.4%
TSCO vs BTG
+24.4%
-53.8%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +8.7% | -4.5% | +3.7% |
| 7D | +15.7% | -0.2% | +15.9% | +15.6% |
| 30D | +16.4% | -0.8% | +17.2% | +16.2% |
| 3M | +11.2% | +31.8% | -20.6% | +8.8% |
| 6M | +14.9% | +20.4% | -5.5% | +11.8% |
| YTD | -25.4% | +14.7% | -40.1% | -27.7% |
| 1Y | -29.4% | +29.4% | -58.7% | -33.8% |
| All | -29.4% | +24.4% | -53.8% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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