+6.0%
TSLA vs PH
+26.6%
-20.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +3.0% | 0.0% | +3.0% | +3.0% |
| 30D | +11.2% | -10.3% | +21.5% | +12.9% |
| 3M | -7.3% | +5.1% | -12.3% | -8.7% |
| 6M | -7.7% | +2.3% | -10.0% | -9.8% |
| YTD | -18.2% | +8.7% | -26.9% | -19.3% |
| 1Y | +6.0% | +26.8% | -20.8% | +2.4% |
| All | +6.0% | +26.6% | -20.6% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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