-33.6%
TSCO vs WM
+21.5%
-55.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +0.3% | +3.2% | -2.9% | -1.2% |
| 30D | +11.3% | +13.0% | -1.7% | +5.7% |
| 3M | +1.5% | +9.2% | -7.8% | -2.3% |
| 6M | +24.0% | +13.6% | +10.3% | +17.6% |
| YTD | -25.7% | +12.4% | -38.1% | -29.4% |
| 1Y | -33.6% | +21.2% | -54.8% | -37.7% |
| All | -33.6% | +21.5% | -55.1% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling