-7.6%
TSLA vs DOCS
-51.8%
+44.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.0% | +6.2% | +4.7% |
| 7D | -10.4% | -0.8% | -9.6% | -10.3% |
| 30D | -5.2% | +17.4% | -22.6% | -9.0% |
| 3M | +12.1% | +57.4% | -45.2% | -1.6% |
| 6M | -10.2% | +26.5% | -36.7% | -18.1% |
| YTD | -20.3% | -26.6% | +6.2% | -16.8% |
| 1Y | -19.7% | -48.1% | +28.4% | -8.1% |
| 3Y | +63.4% | +52.6% | +10.7% | +25.1% |
| All | -7.6% | -51.8% | +44.3% | -12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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