+4,898.4%
TSCO vs TRI
+499.2%
+4,399.1%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -0.9% |
| 7D | -3.1% | -14.4% | +11.2% | +2.2% |
| 30D | -4.4% | -8.1% | +3.8% | -1.8% |
| 3M | +9.7% | +17.5% | -7.8% | +1.8% |
| 6M | -32.4% | -5.0% | -27.5% | -32.8% |
| YTD | -31.7% | -24.7% | -7.0% | -27.0% |
| 1Y | -41.3% | -41.5% | +0.2% | -30.9% |
| 3Y | -18.3% | -20.3% | +2.0% | -16.7% |
| 5Y | -10.3% | -10.9% | +0.7% | -13.0% |
| 10Y | +188.5% | +190.6% | -2.1% | +72.1% |
| All | +4,898.4% | +499.2% | +4,399.1% | +1,938.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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