-13.3%
TSLA vs IP
+2.3%
-15.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.5% | -4.8% | -3.6% |
| 7D | -4.7% | +3.4% | -8.1% | -5.3% |
| 30D | +1.7% | +11.2% | -9.5% | -0.2% |
| 3M | +17.7% | -14.8% | +32.5% | +20.9% |
| 6M | -1.9% | +17.3% | -19.2% | -5.8% |
| YTD | -14.3% | -6.2% | -8.2% | -13.2% |
| 1Y | -13.3% | +2.3% | -15.6% | -11.8% |
| All | -13.3% | +2.3% | -15.6% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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