+15.5%
TSLA vs HRB
+140.6%
-125.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -1.6% |
| 7D | +8.9% | -5.1% | +14.0% | +9.8% |
| 30D | +6.3% | +8.7% | -2.4% | +4.4% |
| 3M | +14.8% | -5.4% | +20.2% | +15.4% |
| 6M | -12.4% | +41.6% | -53.9% | -19.6% |
| YTD | -13.2% | +18.7% | -31.9% | -17.0% |
| 1Y | -2.9% | +16.4% | -19.4% | -6.8% |
| 3Y | +74.4% | +22.0% | +52.4% | +58.6% |
| All | +15.5% | +140.6% | -125.1% | -12.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling