+181.2%
TSCO vs GEN
+159.8%
+21.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.7% |
| 7D | -5.7% | -1.3% | -4.4% | -5.4% |
| 30D | -8.8% | +6.1% | -14.9% | -9.9% |
| 3M | +6.3% | +27.0% | -20.6% | +1.4% |
| 6M | -32.3% | +43.9% | -76.1% | -37.2% |
| YTD | -32.7% | +13.0% | -45.7% | -34.7% |
| 1Y | -43.7% | +4.0% | -47.7% | -44.5% |
| 3Y | -19.7% | +66.2% | -85.8% | -28.2% |
| 5Y | -11.6% | +23.2% | -34.8% | -17.9% |
| All | +181.2% | +159.8% | +21.4% | +123.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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