-2.9%
TSLA vs MTB
+21.0%
-23.9%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -2.0% |
| 7D | +8.9% | +1.5% | +7.4% | +8.5% |
| 30D | +6.3% | +2.3% | +3.9% | +5.9% |
| 3M | +14.8% | -12.1% | +26.9% | +17.7% |
| 6M | -12.4% | +9.8% | -22.2% | -12.0% |
| YTD | -13.2% | +12.0% | -25.2% | -12.6% |
| 1Y | -2.9% | +22.0% | -25.0% | -0.4% |
| All | -2.9% | +21.0% | -23.9% | -0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling