-19.7%
TSLA vs DOC
+20.9%
-40.6%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.7% | +3.5% | +4.2% |
| 7D | -10.4% | +6.5% | -16.9% | -10.7% |
| 30D | -5.2% | +9.2% | -14.3% | -5.8% |
| 3M | +12.1% | -2.5% | +14.6% | +12.7% |
| 6M | -10.2% | +7.1% | -17.2% | -10.8% |
| YTD | -20.3% | +33.0% | -53.3% | -19.8% |
| 1Y | -19.7% | +23.3% | -42.9% | -21.7% |
| All | -19.7% | +20.9% | -40.6% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling