-13.3%
TSLA vs HRB
+16.9%
-30.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.4% | -7.7% | -3.1% |
| 7D | -4.7% | +16.0% | -20.8% | -4.0% |
| 30D | +1.7% | +32.1% | -30.4% | +2.8% |
| 3M | +17.7% | +21.5% | -3.8% | +18.9% |
| 6M | -1.9% | +82.1% | -83.9% | -3.2% |
| YTD | -14.3% | +31.6% | -46.0% | -10.8% |
| 1Y | -13.3% | +15.9% | -29.2% | -11.1% |
| All | -13.3% | +16.9% | -30.2% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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