-40.9%
TSCO vs WU
-8.3%
-32.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | +0.8% | -0.8% | +1.6% | +0.9% |
| 30D | +5.5% | -1.1% | +6.6% | +5.6% |
| 3M | +20.0% | -3.9% | +23.8% | +19.2% |
| 6M | -29.8% | -20.7% | -9.1% | -28.6% |
| YTD | -28.7% | -18.4% | -10.3% | -27.4% |
| 1Y | -40.9% | -8.1% | -32.8% | -40.2% |
| All | -40.9% | -8.3% | -32.6% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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