-7.7%
TSLA vs BEN
+64.2%
-71.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.2% | +2.9% | +2.4% |
| 7D | +15.6% | +11.3% | +4.3% | +9.0% |
| 30D | +5.9% | +15.0% | -9.1% | -1.6% |
| 3M | +21.4% | +7.8% | +13.5% | +16.2% |
| 6M | -8.3% | +15.5% | -23.8% | -15.2% |
| YTD | -11.6% | +55.4% | -67.0% | -32.9% |
| 1Y | -7.7% | +63.3% | -71.0% | -33.5% |
| All | -7.7% | +64.2% | -71.9% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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