+185.6%
TSCO vs THC
+1,021.1%
-835.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.1% | +0.7% | -1.2% |
| 7D | -3.1% | 0.0% | -3.1% | -3.2% |
| 30D | -4.4% | +1.5% | -5.9% | -4.6% |
| 3M | +9.7% | +59.9% | -50.2% | +3.3% |
| 6M | -32.4% | +11.0% | -43.4% | -33.6% |
| YTD | -31.7% | +32.6% | -64.2% | -34.5% |
| 1Y | -41.3% | +37.4% | -78.6% | -44.0% |
| 3Y | -18.3% | +252.5% | -270.9% | -31.6% |
| 5Y | -10.3% | +262.3% | -272.6% | -26.8% |
| All | +185.6% | +1,021.1% | -835.5% | +91.2% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling