+51,830.1%
TSCO vs PH
+15,117.3%
+36,712.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +0.3% | +4.3% | -4.1% | -1.2% |
| 30D | +11.3% | +0.1% | +11.2% | +10.8% |
| 3M | +1.5% | -9.4% | +10.8% | +4.3% |
| 6M | +24.0% | +8.8% | +15.2% | +19.2% |
| YTD | -25.7% | +9.6% | -35.3% | -29.0% |
| 1Y | -33.6% | +14.4% | -48.0% | -37.5% |
| 3Y | -1.5% | +134.5% | -136.1% | -29.6% |
| 5Y | -9.6% | +204.4% | -214.0% | -42.0% |
| 10Y | +200.8% | +697.3% | -496.5% | +26.7% |
| All | +51,830.1% | +15,117.3% | +36,712.8% | +14,223.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 all: compounded portfolio wealth divided by compounded PH 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…
all analysis · Full analysis span regression · 6 months rolling