+15.4%
TSLA vs IBN
+72.7%
-57.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.0% | +2.7% | +2.3% |
| 7D | +15.6% | +5.7% | +9.9% | +12.1% |
| 30D | +5.9% | +20.5% | -14.6% | -5.6% |
| 3M | +21.4% | +15.2% | +6.1% | +10.9% |
| 6M | -8.3% | +34.5% | -42.8% | -24.0% |
| YTD | -11.6% | +16.4% | -28.0% | -20.4% |
| 1Y | -7.7% | +13.5% | -21.2% | -15.7% |
| 3Y | +85.2% | +55.4% | +29.7% | +26.4% |
| 5Y | +15.4% | +73.1% | -57.7% | -32.5% |
| All | +15.4% | +72.7% | -57.4% | -32.5% |
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