-7.6%
TSLA vs PH
+197.3%
-204.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.9% | +1.4% | +2.0% |
| 7D | -10.4% | +2.0% | -12.4% | -11.6% |
| 30D | -5.2% | -3.7% | -1.5% | -2.6% |
| 3M | +12.1% | -14.0% | +26.1% | +25.1% |
| 6M | -10.2% | +2.1% | -12.3% | -13.3% |
| YTD | -20.3% | +5.1% | -25.4% | -26.4% |
| 1Y | -19.7% | +10.9% | -30.6% | -29.3% |
| 3Y | +63.4% | +132.9% | -69.6% | -21.2% |
| All | -7.6% | +197.3% | -204.9% | -67.6% |
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