-7.6%
TSLA vs IP
-12.0%
+4.4%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.4% | +3.9% |
| 7D | -10.4% | -5.1% | -5.3% | -8.6% |
| 30D | -5.2% | +8.5% | -13.7% | -8.1% |
| 3M | +12.1% | -13.8% | +25.9% | +18.0% |
| 6M | -10.2% | +5.7% | -15.9% | -13.6% |
| YTD | -20.3% | -9.1% | -11.2% | -19.8% |
| 1Y | -19.7% | -0.8% | -18.8% | -22.4% |
| 3Y | +63.4% | +14.8% | +48.6% | +44.1% |
| All | -7.6% | -12.0% | +4.4% | -10.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling