+46.2%
TSLA vs IBN
+54.0%
-7.8%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +1.0% |
| 7D | +3.0% | -5.1% | +8.1% | +6.3% |
| 30D | +11.2% | -3.5% | +14.7% | +13.5% |
| 3M | -7.3% | +11.3% | -18.6% | -13.5% |
| 6M | -7.7% | +4.4% | -12.2% | -10.7% |
| YTD | -18.2% | -1.8% | -16.4% | -18.2% |
| 1Y | +6.0% | -8.0% | +14.0% | +10.0% |
| 3Y | +48.0% | +27.1% | +20.9% | +16.0% |
| 5Y | +46.2% | +54.5% | -8.3% | -6.9% |
| All | +46.2% | +54.0% | -7.8% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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