+15.5%
TSLA vs MTZ
+89.4%
-73.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.6% | -1.3% |
| 7D | +8.9% | +5.0% | +3.9% | +6.7% |
| 30D | +6.3% | -6.0% | +12.3% | +8.0% |
| 3M | +14.8% | -36.1% | +50.9% | +34.8% |
| 6M | -12.4% | -56.9% | +44.5% | +18.7% |
| YTD | -13.2% | -15.9% | +2.7% | -13.2% |
| 1Y | -2.9% | -3.8% | +0.9% | -8.6% |
| 3Y | +74.4% | +272.3% | -197.8% | -5.4% |
| All | +15.5% | +89.4% | -73.9% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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