+49,750.0%
TSCO vs THC
+521.5%
+49,228.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.1% |
| 7D | +0.8% | -0.7% | +1.4% | +0.8% |
| 30D | +5.5% | +1.3% | +4.2% | +5.3% |
| 3M | +20.0% | +64.2% | -44.3% | +12.5% |
| 6M | -29.8% | +8.3% | -38.1% | -30.8% |
| YTD | -28.7% | +33.4% | -62.0% | -31.7% |
| 1Y | -40.9% | +37.7% | -78.6% | -43.7% |
| 3Y | -15.9% | +236.8% | -252.7% | -29.4% |
| 5Y | -3.5% | +249.3% | -252.7% | -21.2% |
| 10Y | +142.2% | +995.2% | -853.0% | +54.9% |
| All | +49,750.0% | +521.5% | +49,228.5% | +34,072.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling