+3,009.1%
TSLA vs URI
+1,246.1%
+1,763.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +4.2% | -1.2% | +1.1% |
| 7D | +1.5% | +2.6% | -1.1% | +0.6% |
| 30D | +3.4% | +9.1% | -5.7% | -0.2% |
| 3M | +17.4% | +1.0% | +16.5% | +16.8% |
| 6M | -12.2% | +23.3% | -35.5% | -20.9% |
| YTD | -13.1% | +43.3% | -56.4% | -29.1% |
| 1Y | -11.1% | +35.9% | -47.0% | -25.7% |
| 3Y | +82.1% | +158.6% | -76.6% | +11.4% |
| 5Y | +10.3% | +213.1% | -202.9% | -39.6% |
| 10Y | +3,009.1% | +1,213.1% | +1,796.1% | +962.2% |
| All | +3,009.1% | +1,246.1% | +1,763.0% | +962.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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