+3,185.6%
TSLA vs IP
+19.1%
+3,166.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.1% | +3.8% | +2.4% |
| 7D | +15.6% | -0.9% | +16.5% | +16.0% |
| 30D | +5.9% | +6.7% | -0.8% | +3.3% |
| 3M | +21.4% | -16.6% | +37.9% | +29.1% |
| 6M | -8.3% | +6.0% | -14.3% | -11.7% |
| YTD | -11.6% | -10.7% | -1.0% | -10.5% |
| 1Y | -7.7% | -6.7% | -1.0% | -8.3% |
| 3Y | +85.2% | +17.1% | +68.0% | +63.9% |
| 5Y | +15.4% | -14.6% | +29.9% | +14.3% |
| All | +3,185.6% | +19.1% | +3,166.5% | +2,666.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling