+22,131.9%
TSLA vs BEN
+116.1%
+22,015.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +3.5% | -9.4% | -7.7% |
| 7D | +1.5% | +0.2% | +1.3% | +1.3% |
| 30D | +10.1% | -0.5% | +10.7% | +10.2% |
| 3M | -15.4% | +9.7% | -25.1% | -19.2% |
| 6M | -12.8% | +33.9% | -46.7% | -25.0% |
| YTD | -21.3% | +49.0% | -70.2% | -35.9% |
| 1Y | +4.6% | +42.1% | -37.5% | -13.2% |
| 3Y | +44.5% | +51.9% | -7.4% | +13.5% |
| 5Y | +44.8% | +39.0% | +5.8% | +17.4% |
| 10Y | +2,585.4% | +57.9% | +2,527.5% | +1,763.5% |
| All | +22,131.9% | +116.1% | +22,015.8% | +13,272.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling