-18.4%
TSCO vs HDB
-31.0%
+12.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.2% |
| 7D | -3.1% | -6.2% | +3.1% | -2.2% |
| 30D | -4.4% | -6.2% | +1.9% | -3.5% |
| 3M | +9.7% | -5.9% | +15.6% | +10.1% |
| 6M | -32.4% | -25.9% | -6.5% | -29.4% |
| YTD | -31.7% | -40.2% | +8.6% | -26.6% |
| 1Y | -41.3% | -38.0% | -3.3% | -37.2% |
| All | -18.4% | -31.0% | +12.6% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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