+10.3%
TSLA vs DIA
+58.3%
-48.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.0% |
| 7D | +1.5% | -1.6% | +3.1% | +5.0% |
| 30D | +3.4% | +1.3% | +2.1% | +1.1% |
| 3M | +17.4% | -2.1% | +19.5% | +22.1% |
| 6M | -12.2% | +6.2% | -18.4% | -21.0% |
| YTD | -13.1% | +10.3% | -23.4% | -27.4% |
| 1Y | -11.1% | +11.0% | -22.1% | -26.6% |
| 3Y | +82.1% | +60.4% | +21.7% | -19.4% |
| 5Y | +10.3% | +59.1% | -48.8% | -48.4% |
| All | +10.3% | +58.3% | -48.1% | -48.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 DIA 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