+46.5%
TSLA vs BBWI
-66.8%
+113.3%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.1% | +7.1% | +5.0% |
| 7D | +3.4% | +1.6% | +1.8% | +2.7% |
| 30D | +12.0% | -6.2% | +18.3% | +13.7% |
| 3M | -10.0% | +4.3% | -14.3% | -12.4% |
| 6M | -7.2% | -7.2% | 0.0% | -7.2% |
| YTD | -18.1% | -3.0% | -15.1% | -20.3% |
| 1Y | +6.3% | -30.8% | +37.0% | +15.2% |
| 3Y | +48.2% | -43.4% | +91.5% | +63.3% |
| 5Y | +46.5% | -66.7% | +113.2% | +112.8% |
| All | +46.5% | -66.8% | +113.3% | +112.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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