+40.9%
TSLA vs PH
+254.6%
-213.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.2% | -5.7% | -5.8% |
| 7D | +1.5% | -3.1% | +4.6% | +3.9% |
| 30D | +10.1% | -3.2% | +13.4% | +12.0% |
| 3M | -15.4% | +10.6% | -26.0% | -22.8% |
| 6M | -12.8% | -2.1% | -10.6% | -13.3% |
| YTD | -21.3% | +10.2% | -31.5% | -29.4% |
| 1Y | +4.6% | +28.2% | -23.6% | -18.5% |
| 3Y | +44.5% | +134.9% | -90.4% | -29.1% |
| All | +40.9% | +254.6% | -213.6% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling