+10.8%
TSLA vs ESI
+42.9%
-32.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.1% | +0.4% | +2.3% |
| 7D | -6.4% | -3.5% | -2.9% | -4.1% |
| 30D | -1.2% | -9.3% | +8.0% | +4.9% |
| 3M | +15.1% | -12.8% | +27.8% | +24.2% |
| 6M | -11.7% | -24.6% | +12.9% | +3.2% |
| YTD | -15.9% | +32.7% | -48.7% | -36.4% |
| 1Y | -12.0% | +20.3% | -32.3% | -28.8% |
| 3Y | +80.0% | +80.2% | -0.1% | +3.3% |
| 5Y | +10.8% | +40.0% | -29.1% | -26.4% |
| All | +10.8% | +42.9% | -32.1% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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