-10.4%
TSCO vs EQT
+192.5%
-202.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.6% | +0.1% | -1.4% |
| 7D | -5.7% | -2.0% | -3.7% | -5.5% |
| 30D | -8.8% | 0.0% | -8.8% | -8.8% |
| 3M | +6.3% | +5.9% | +0.4% | +5.7% |
| 6M | -32.3% | -14.8% | -17.5% | -31.3% |
| YTD | -32.7% | +1.8% | -34.5% | -33.0% |
| 1Y | -43.7% | +7.4% | -51.0% | -44.3% |
| 3Y | -19.7% | +33.6% | -53.3% | -23.4% |
| All | -10.4% | +192.5% | -202.9% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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