-2.9%
TSCO vs SUI
-32.1%
+29.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.3% |
| 7D | +1.7% | -3.1% | +4.8% | +2.7% |
| 30D | +2.8% | -2.3% | +5.1% | +3.6% |
| 3M | +17.9% | -2.8% | +20.7% | +18.8% |
| 6M | -28.6% | -12.4% | -16.2% | -25.5% |
| YTD | -28.0% | -3.3% | -24.7% | -27.5% |
| 1Y | -39.9% | -5.8% | -34.0% | -38.9% |
| 3Y | -14.0% | +12.5% | -26.5% | -18.9% |
| 5Y | -2.9% | -32.9% | +29.9% | +11.6% |
| All | -2.9% | -32.1% | +29.2% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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