+46.5%
TSLA vs AA
+17.0%
+29.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +3.5% | +0.4% | +2.8% |
| 7D | +3.4% | +1.7% | +1.7% | +2.9% |
| 30D | +12.0% | +3.3% | +8.7% | +10.7% |
| 3M | -10.0% | -29.4% | +19.4% | -0.2% |
| 6M | -7.2% | -12.8% | +5.6% | -4.9% |
| YTD | -18.1% | -2.1% | -16.0% | -20.0% |
| 1Y | +6.3% | +62.8% | -56.5% | -13.2% |
| 3Y | +48.2% | +90.5% | -42.3% | +9.8% |
| 5Y | +46.5% | +19.1% | +27.4% | +21.3% |
| All | +46.5% | +17.0% | +29.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 5y: compounded portfolio wealth divided by compounded AA 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…
5y analysis · Full analysis span regression · 6 months rolling