+15.5%
TSLA vs AMT
-15.7%
+31.2%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.8% | -2.0% |
| 7D | +8.9% | +1.5% | +7.4% | +8.7% |
| 30D | +6.3% | +6.8% | -0.5% | +5.1% |
| 3M | +14.8% | +11.2% | +3.6% | +12.7% |
| 6M | -12.4% | +12.5% | -24.8% | -14.6% |
| YTD | -13.2% | +12.5% | -25.7% | -15.9% |
| 1Y | -2.9% | +10.1% | -13.0% | -5.5% |
| 3Y | +74.4% | +16.0% | +58.4% | +53.2% |
| All | +15.5% | -15.7% | +31.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 AMT 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