-30.5%
TSCO vs KWEB
-33.1%
+2.6%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | -0.1% |
| 7D | +8.8% | +8.6% | +0.2% | +8.0% |
| 30D | +13.4% | +0.9% | +12.5% | +13.1% |
| 3M | +10.3% | -13.2% | +23.6% | +10.9% |
| 6M | +13.7% | -13.2% | +26.9% | +14.2% |
| YTD | -25.4% | -27.3% | +1.9% | -25.4% |
| 1Y | -30.5% | -33.2% | +2.8% | -29.2% |
| All | -30.5% | -33.1% | +2.6% | -29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 1y: compounded portfolio wealth divided by compounded KWEB 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…
1y analysis · Full analysis span regression · 6 months rolling