+46.2%
TSLA vs BEN
+40.0%
+6.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.4% | +0.9% |
| 7D | +3.0% | +3.4% | -0.3% | +0.7% |
| 30D | +11.2% | +1.8% | +9.4% | +9.6% |
| 3M | -7.3% | +8.4% | -15.7% | -12.1% |
| 6M | -7.7% | +35.6% | -43.4% | -24.6% |
| YTD | -18.2% | +46.4% | -64.6% | -36.7% |
| 1Y | +6.0% | +46.3% | -40.3% | -18.3% |
| 3Y | +48.0% | +54.6% | -6.6% | +4.7% |
| 5Y | +46.2% | +39.4% | +6.8% | +4.7% |
| All | +46.2% | +40.0% | +6.2% | +4.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling