-7.6%
TSLA vs MSI
+118.7%
-126.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.5% | +4.7% | +4.5% |
| 7D | -10.4% | +4.7% | -15.1% | -12.8% |
| 30D | -5.2% | +14.8% | -19.9% | -12.3% |
| 3M | +12.1% | +8.8% | +3.3% | +6.5% |
| 6M | -10.2% | +19.3% | -29.5% | -20.2% |
| YTD | -20.3% | +35.3% | -55.7% | -35.6% |
| 1Y | -19.7% | +33.8% | -53.4% | -34.6% |
| 3Y | +63.4% | +74.4% | -11.1% | +6.3% |
| All | -7.6% | +118.7% | -126.3% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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