-40.9%
TSCO vs WY
-4.5%
-36.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.9% |
| 7D | +0.8% | -1.7% | +2.5% | +1.3% |
| 30D | +5.5% | -10.1% | +15.5% | +8.9% |
| 3M | +20.0% | -5.1% | +25.1% | +21.5% |
| 6M | -29.8% | -4.8% | -25.0% | -28.9% |
| YTD | -28.7% | -0.2% | -28.4% | -29.0% |
| 1Y | -40.9% | -6.6% | -34.3% | -40.8% |
| All | -40.9% | -4.5% | -36.4% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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