-43.7%
TSCO vs WU
-9.1%
-34.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -5.7% | -3.5% | -2.2% | -5.3% |
| 30D | -8.8% | -2.9% | -5.8% | -8.5% |
| 3M | +6.3% | -2.3% | +8.6% | +5.4% |
| 6M | -32.3% | -25.4% | -6.9% | -30.8% |
| YTD | -32.7% | -21.2% | -11.5% | -31.3% |
| 1Y | -43.7% | -8.9% | -34.8% | -43.2% |
| All | -43.7% | -9.1% | -34.6% | -43.2% |
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