+6.3%
TSLA vs FIVE
+65.4%
-59.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.7% | +3.2% | +3.9% |
| 7D | +3.4% | +3.7% | -0.3% | +2.7% |
| 30D | +12.0% | +4.0% | +8.1% | +11.0% |
| 3M | -10.0% | +36.2% | -46.2% | -15.0% |
| 6M | -7.2% | +18.0% | -25.2% | -10.6% |
| YTD | -18.1% | +34.9% | -53.0% | -25.1% |
| 1Y | +6.3% | +67.9% | -61.6% | -11.5% |
| All | +6.3% | +65.4% | -59.1% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 1y: compounded portfolio wealth divided by compounded FIVE 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…
1y analysis · Full analysis span regression · 6 months rolling