+22,131.9%
TSLA vs URI
+10,154.3%
+11,977.6%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.6% | -7.5% | -6.5% |
| 7D | +1.5% | -2.0% | +3.5% | +2.3% |
| 30D | +10.1% | -12.9% | +23.1% | +16.0% |
| 3M | -15.4% | -6.7% | -8.7% | -14.0% |
| 6M | -12.8% | +19.0% | -31.8% | -21.0% |
| YTD | -21.3% | +25.5% | -46.8% | -30.8% |
| 1Y | +4.6% | +5.5% | -0.9% | -2.0% |
| 3Y | +44.5% | +111.3% | -66.8% | +1.5% |
| 5Y | +44.8% | +198.6% | -153.7% | -12.1% |
| 10Y | +2,585.4% | +1,179.9% | +1,405.5% | +763.6% |
| All | +22,131.9% | +10,154.3% | +11,977.6% | +2,215.7% |
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