-10.4%
TSCO vs DOW
-37.7%
+27.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.1% | +0.5% | -1.1% |
| 7D | -5.7% | -1.4% | -4.3% | -5.4% |
| 30D | -8.8% | -3.9% | -4.8% | -8.1% |
| 3M | +6.3% | -12.7% | +19.0% | +9.1% |
| 6M | -32.3% | -13.7% | -18.6% | -31.5% |
| YTD | -32.7% | +28.4% | -61.1% | -39.6% |
| 1Y | -43.7% | +21.8% | -65.4% | -49.0% |
| 3Y | -19.7% | -35.7% | +16.0% | -11.8% |
| All | -10.4% | -37.7% | +27.3% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling