+48.1%
TSLA vs AGI
+389.6%
-341.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.3% | +2.2% | -0.6% |
| 7D | -3.4% | -5.3% | +1.9% | -2.5% |
| 30D | +9.2% | +6.8% | +2.5% | +8.0% |
| 3M | -4.7% | +8.3% | -13.0% | -6.3% |
| 6M | -8.9% | -29.2% | +20.3% | -5.0% |
| YTD | -19.2% | -7.3% | -11.9% | -19.3% |
| 1Y | +4.5% | +8.0% | -3.5% | +1.6% |
| 3Y | +46.3% | +206.6% | -160.3% | +20.1% |
| 5Y | +48.1% | +398.1% | -350.0% | +11.0% |
| All | +48.1% | +389.6% | -341.5% | +11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling