+48.1%
TSLA vs DTE
+31.2%
+16.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.9% |
| 7D | -3.4% | -2.0% | -1.4% | -3.0% |
| 30D | +9.2% | -2.4% | +11.6% | +9.7% |
| 3M | -4.7% | -7.3% | +2.6% | -3.5% |
| 6M | -8.9% | -7.6% | -1.3% | -7.9% |
| YTD | -19.2% | +5.8% | -25.0% | -21.2% |
| 1Y | +4.5% | +2.3% | +2.2% | +2.8% |
| 3Y | +46.3% | +45.0% | +1.3% | +30.4% |
| 5Y | +48.1% | +33.2% | +14.9% | +42.7% |
| All | +48.1% | +31.2% | +16.9% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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