+16,358.6%
TSLA vs FIVE
+868.1%
+15,490.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +5.1% | -11.0% | -7.4% |
| 7D | +1.5% | +4.3% | -2.7% | +0.2% |
| 30D | +10.1% | +12.5% | -2.4% | +6.0% |
| 3M | -15.4% | +31.2% | -46.6% | -22.4% |
| 6M | -12.8% | +14.4% | -27.1% | -17.6% |
| YTD | -21.3% | +33.9% | -55.2% | -29.2% |
| 1Y | +4.6% | +65.1% | -60.5% | -12.0% |
| 3Y | +44.5% | +49.0% | -4.4% | +16.0% |
| 5Y | +44.8% | +30.3% | +14.5% | +18.1% |
| 10Y | +2,585.4% | +481.1% | +2,104.3% | +1,322.6% |
| All | +16,358.6% | +868.1% | +15,490.5% | +7,098.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling