-10.3%
TSCO vs TECH
-42.4%
+32.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.4% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | -4.4% | 0.0% | -4.4% | -4.4% |
| 3M | +9.7% | +37.4% | -27.8% | +1.8% |
| 6M | -32.4% | +36.9% | -69.3% | -37.9% |
| YTD | -31.7% | +23.1% | -54.8% | -35.8% |
| 1Y | -41.3% | +42.2% | -83.5% | -47.0% |
| 3Y | -18.3% | +1.9% | -20.3% | -22.4% |
| 5Y | -10.3% | -42.9% | +32.7% | -3.5% |
| All | -10.3% | -42.4% | +32.1% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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