+32.9%
TSLA vs ITOT
+74.3%
-41.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | +0.3% |
| 7D | -3.4% | -2.0% | -1.4% | +1.1% |
| 30D | +9.2% | -2.0% | +11.2% | +14.4% |
| 3M | -4.7% | +4.5% | -9.3% | -12.6% |
| 6M | -8.9% | +12.6% | -21.6% | -28.9% |
| YTD | -19.2% | +12.0% | -31.2% | -36.0% |
| 1Y | +4.5% | +17.3% | -12.7% | -24.9% |
| All | +32.9% | +74.3% | -41.4% | -53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling