+10.3%
TSLA vs WU
-44.4%
+54.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.0% | +5.9% | +3.6% |
| 7D | +1.5% | +2.1% | -0.7% | +0.6% |
| 30D | +3.4% | +10.1% | -6.8% | +0.2% |
| 3M | +17.4% | -1.1% | +18.6% | +17.0% |
| 6M | -12.2% | -19.8% | +7.6% | -7.8% |
| YTD | -13.1% | -20.8% | +7.7% | -8.9% |
| 1Y | -11.1% | -15.1% | +4.0% | -9.2% |
| 3Y | +82.1% | -23.2% | +105.3% | +86.2% |
| 5Y | +10.3% | -42.6% | +52.9% | +24.4% |
| All | +10.3% | -44.4% | +54.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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