+15.5%
TSLA vs URI
+203.0%
-187.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.2% |
| 7D | +8.9% | +6.7% | +2.2% | +5.5% |
| 30D | +6.3% | +8.9% | -2.6% | +2.2% |
| 3M | +14.8% | +0.5% | +14.3% | +14.3% |
| 6M | -12.4% | +20.7% | -33.0% | -21.5% |
| YTD | -13.2% | +40.0% | -53.3% | -31.2% |
| 1Y | -2.9% | +34.4% | -37.3% | -21.2% |
| 3Y | +74.4% | +149.5% | -75.0% | -7.2% |
| All | +15.5% | +203.0% | -187.5% | -52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling