+74.4%
TSLA vs BEN
+86.4%
-11.9%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.3% | -2.1% |
| 7D | +8.9% | +6.8% | +2.1% | +5.0% |
| 30D | +6.3% | +18.0% | -11.7% | -2.9% |
| 3M | +14.8% | +7.5% | +7.3% | +10.0% |
| 6M | -12.4% | +14.7% | -27.1% | -19.0% |
| YTD | -13.2% | +56.1% | -69.3% | -32.9% |
| 1Y | -2.9% | +69.6% | -72.5% | -28.4% |
| 3Y | +74.4% | +87.7% | -13.2% | +15.5% |
| All | +74.4% | +86.4% | -11.9% | +15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling