+52,243.3%
TSCO vs WM
+3,229.8%
+49,013.5%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.2% | -3.3% | -2.4% |
| 7D | +0.4% | +0.8% | -0.3% | +0.2% |
| 30D | +9.8% | +13.8% | -4.0% | +5.7% |
| 3M | +4.8% | +6.4% | -1.6% | +2.9% |
| 6M | +23.3% | +13.2% | +10.1% | +18.7% |
| YTD | -25.1% | +10.8% | -35.9% | -27.5% |
| 1Y | -32.7% | +20.2% | -52.9% | -36.5% |
| 3Y | -2.0% | +46.5% | -48.4% | -12.9% |
| 5Y | -7.8% | +61.3% | -69.1% | -20.5% |
| 10Y | +203.2% | +324.8% | -121.6% | +97.4% |
| All | +52,243.3% | +3,229.8% | +49,013.5% | +15,070.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling