+2,883.7%
TSLA vs URI
+1,313.6%
+1,570.0%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.9% | -1.3% | +2.6% |
| 7D | -6.4% | -4.0% | -2.4% | -4.5% |
| 30D | -1.2% | +6.8% | -8.0% | -3.8% |
| 3M | +15.1% | -2.8% | +17.9% | +16.3% |
| 6M | -11.7% | +20.9% | -32.6% | -19.8% |
| YTD | -15.9% | +40.2% | -56.2% | -30.7% |
| 1Y | -12.0% | +34.1% | -46.1% | -26.0% |
| 3Y | +80.0% | +164.1% | -84.1% | +9.1% |
| 5Y | +10.8% | +199.3% | -188.5% | -38.2% |
| 10Y | +2,883.7% | +1,218.8% | +1,664.8% | +929.2% |
| All | +2,883.7% | +1,313.6% | +1,570.0% | +929.2% |
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