+22,391.8%
TSLA vs URI
+10,618.5%
+11,773.4%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +3.8% |
| 7D | -10.4% | -9.8% | -0.6% | -6.6% |
| 30D | -5.2% | +1.7% | -6.9% | -5.7% |
| 3M | +12.1% | -9.1% | +21.2% | +16.2% |
| 6M | -10.2% | +9.9% | -20.0% | -14.5% |
| YTD | -20.3% | +31.2% | -51.6% | -31.2% |
| 1Y | -19.7% | +25.9% | -45.6% | -29.5% |
| 3Y | +63.4% | +147.4% | -84.0% | +8.3% |
| 5Y | -12.1% | +179.7% | -191.8% | -45.2% |
| 10Y | +2,719.7% | +1,419.5% | +1,300.2% | +757.4% |
| All | +22,391.8% | +10,618.5% | +11,773.4% | +2,204.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling