-40.9%
TSCO vs DOW
+30.0%
-70.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.0% | +4.2% | +1.3% |
| 7D | +0.8% | -2.4% | +3.2% | +0.9% |
| 30D | +5.5% | +0.4% | +5.1% | +5.3% |
| 3M | +20.0% | -14.4% | +34.4% | +21.4% |
| 6M | -29.8% | -7.0% | -22.8% | -31.7% |
| YTD | -28.7% | +30.2% | -58.9% | -36.3% |
| 1Y | -40.9% | +29.2% | -70.1% | -47.4% |
| All | -40.9% | +30.0% | -70.9% | -47.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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