+34.4%
TSLA vs BEN
+53.1%
-18.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.8% |
| 7D | +3.0% | +3.4% | -0.3% | +1.0% |
| 30D | +11.2% | +1.8% | +9.4% | +9.8% |
| 3M | -7.3% | +8.4% | -15.7% | -11.5% |
| 6M | -7.7% | +35.6% | -43.4% | -22.8% |
| YTD | -18.2% | +46.4% | -64.6% | -34.8% |
| 1Y | +6.0% | +46.3% | -40.3% | -15.8% |
| All | +34.4% | +53.1% | -18.6% | -4.2% |
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