+6.7%
TSLA vs BB
-16.9%
+23.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.3% | +0.8% |
| 7D | -4.7% | +11.6% | -16.3% | -8.4% |
| 30D | -0.8% | +2.6% | -3.3% | -2.4% |
| 3M | +14.8% | +3.5% | +11.3% | +11.4% |
| 6M | -11.3% | +43.5% | -54.8% | -26.3% |
| YTD | -15.6% | +141.2% | -156.7% | -44.0% |
| 1Y | -14.7% | +97.4% | -112.1% | -39.0% |
| 3Y | +76.9% | +151.1% | -74.2% | +2.4% |
| 5Y | +6.7% | -12.8% | +19.5% | +9.0% |
| All | +6.7% | -16.9% | +23.6% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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