+181.2%
TSCO vs ED
+108.5%
+72.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.3% | -1.5% |
| 7D | -5.7% | -0.8% | -4.9% | -5.5% |
| 30D | -8.8% | -0.4% | -8.3% | -8.7% |
| 3M | +6.3% | +0.5% | +5.9% | +6.2% |
| 6M | -32.3% | -3.1% | -29.1% | -31.9% |
| YTD | -32.7% | +9.8% | -42.5% | -34.1% |
| 1Y | -43.7% | +12.6% | -56.3% | -45.2% |
| 3Y | -19.7% | +31.4% | -51.1% | -24.4% |
| 5Y | -11.6% | +69.4% | -81.0% | -20.3% |
| All | +181.2% | +108.5% | +72.7% | +156.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 10y: compounded portfolio wealth divided by compounded ED 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…
10y analysis · Full analysis span regression · 6 months rolling