+2,664.3%
TSLA vs UPS
+37.9%
+2,626.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | +3.2% | -2.0% | +5.2% | +4.1% |
| 30D | +11.6% | -2.0% | +13.5% | +12.5% |
| 3M | -8.4% | -6.2% | -2.2% | -6.0% |
| 6M | -10.4% | +2.8% | -13.2% | -12.2% |
| YTD | -18.7% | +5.9% | -24.6% | -22.1% |
| 1Y | -0.9% | +26.2% | -27.2% | -13.0% |
| 3Y | +33.6% | -26.0% | +59.6% | +45.4% |
| 5Y | +48.9% | -34.3% | +83.2% | +71.0% |
| All | +2,664.3% | +37.9% | +2,626.4% | +2,053.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UPS.
Daily Out/Under-Performance
Portfolio return minus UPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UPS 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 10y: compounded portfolio wealth divided by compounded UPS 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…
10y analysis · Full analysis span regression · 6 months rolling