+49.9%
TSLA vs DELL
+1,099.3%
-1,049.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | +3.0% | +8.7% | -5.7% | +0.6% |
| 30D | +11.2% | +16.9% | -5.7% | +5.5% |
| 3M | -7.3% | +40.4% | -47.7% | -17.4% |
| 6M | -7.7% | +267.1% | -274.8% | -42.7% |
| YTD | -18.2% | +329.1% | -347.3% | -52.7% |
| 1Y | +6.0% | +346.9% | -340.9% | -40.3% |
| 3Y | +48.0% | +696.6% | -648.6% | -39.0% |
| All | +49.9% | +1,099.3% | -1,049.5% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DELL.
Daily Out/Under-Performance
Portfolio return minus DELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DELL 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 DELL 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