+49.9%
TSLA vs HRB
+111.1%
-61.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.5% | +0.2% |
| 7D | +3.0% | -10.6% | +13.6% | +5.1% |
| 30D | +11.2% | -0.8% | +12.0% | +10.8% |
| 3M | -7.3% | +19.1% | -26.3% | -11.4% |
| 6M | -7.7% | +48.7% | -56.4% | -17.3% |
| YTD | -18.2% | +7.1% | -25.3% | -20.0% |
| 1Y | +6.0% | -8.3% | +14.3% | +7.8% |
| 3Y | +48.0% | +25.8% | +22.2% | +31.0% |
| All | +49.9% | +111.1% | -61.2% | +17.5% |
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