-15.1%
TSLA vs URI
+32.9%
-48.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.9% | -1.3% | +4.4% |
| 7D | -6.4% | -4.0% | -2.4% | -6.0% |
| 30D | -1.2% | +6.8% | -8.0% | -1.9% |
| 3M | +15.1% | -2.8% | +17.9% | +15.0% |
| 6M | -11.7% | +20.9% | -32.6% | -13.1% |
| YTD | -15.9% | +40.2% | -56.2% | -19.6% |
| All | -15.1% | +32.9% | -48.0% | -16.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling