-10.3%
TSCO vs GEN
+21.5%
-31.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.7% | -2.1% | -1.6% |
| 7D | -3.1% | -4.3% | +1.2% | -2.2% |
| 30D | -4.4% | +3.8% | -8.1% | -5.3% |
| 3M | +9.7% | +22.3% | -12.6% | +4.4% |
| 6M | -32.4% | +39.0% | -71.4% | -37.9% |
| YTD | -31.7% | +11.9% | -43.6% | -33.8% |
| 1Y | -41.3% | +4.5% | -45.8% | -42.2% |
| 3Y | -18.3% | +59.0% | -77.3% | -28.5% |
| 5Y | -10.3% | +22.0% | -32.2% | -18.0% |
| All | -10.3% | +21.5% | -31.7% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling