+3,009.1%
TSLA vs IP
+22.3%
+2,986.9%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.3% | +4.3% | +3.4% |
| 7D | +1.5% | -2.8% | +4.2% | +2.7% |
| 30D | +3.4% | +9.2% | -5.8% | 0.0% |
| 3M | +17.4% | -16.1% | +33.6% | +24.7% |
| 6M | -12.2% | +9.6% | -21.7% | -16.5% |
| YTD | -13.1% | -8.8% | -4.3% | -12.6% |
| 1Y | -11.1% | -5.5% | -5.6% | -12.1% |
| 3Y | +82.1% | +19.6% | +62.5% | +60.2% |
| 5Y | +10.3% | -13.5% | +23.7% | +8.8% |
| 10Y | +3,009.1% | +22.4% | +2,986.7% | +2,689.3% |
| All | +3,009.1% | +22.3% | +2,986.9% | +2,689.3% |
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