-19.7%
TSCO vs GEN
+60.3%
-80.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -10.1% |
| 3M | +6.3% | +27.0% | -20.6% | +0.5% |
| 6M | -32.3% | +43.9% | -76.1% | -38.0% |
| YTD | -32.7% | +13.0% | -45.7% | -34.5% |
| 1Y | -43.7% | +4.0% | -47.7% | -44.0% |
| 3Y | -19.7% | +66.2% | -85.8% | -31.3% |
| All | -19.7% | +60.3% | -80.0% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling