+74.4%
TSLA vs SPGI
+30.0%
+44.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -2.2% |
| 7D | +8.9% | +1.2% | +7.7% | +8.4% |
| 30D | +6.3% | +15.9% | -9.6% | +0.7% |
| 3M | +14.8% | +12.3% | +2.5% | +9.8% |
| 6M | -12.4% | +23.7% | -36.1% | -20.3% |
| YTD | -13.2% | -3.5% | -9.7% | -10.4% |
| 1Y | -2.9% | +0.4% | -3.3% | -2.8% |
| 3Y | +74.4% | +29.9% | +44.5% | +45.8% |
| All | +74.4% | +30.0% | +44.4% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 3y: compounded portfolio wealth divided by compounded SPGI 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…
3y analysis · Full analysis span regression · 6 months rolling