+74.4%
TSLA vs AGI
+127.5%
-53.0%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | +8.9% | -10.1% | +19.0% | +10.9% |
| 30D | +6.3% | -6.5% | +12.8% | +7.2% |
| 3M | +14.8% | -12.8% | +27.6% | +17.3% |
| 6M | -12.4% | -34.3% | +21.9% | -6.7% |
| YTD | -13.2% | -25.6% | +12.4% | -10.2% |
| 1Y | -2.9% | -14.2% | +11.3% | -1.9% |
| 3Y | +74.4% | +127.3% | -52.8% | +49.5% |
| All | +74.4% | +127.5% | -53.0% | +49.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling