+46.5%
TSLA vs EMB
+7.3%
+39.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.2% |
| 7D | +3.4% | +0.3% | +3.1% | +2.8% |
| 30D | +12.0% | -0.5% | +12.5% | +13.2% |
| 3M | -10.0% | +0.3% | -10.3% | -10.1% |
| 6M | -7.2% | +1.2% | -8.4% | -8.4% |
| YTD | -18.1% | +1.5% | -19.6% | -19.6% |
| 1Y | +6.3% | +4.8% | +1.5% | -1.2% |
| 3Y | +48.2% | +30.4% | +17.8% | -0.5% |
| 5Y | +46.5% | +7.3% | +39.3% | +3.3% |
| All | +46.5% | +7.3% | +39.2% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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