-5.4%
TSLA vs DOCS
-51.9%
+46.5%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.3% | -9.7% | -4.9% |
| 7D | -4.7% | +1.2% | -5.9% | -5.1% |
| 30D | +1.7% | +21.3% | -19.6% | -3.2% |
| 3M | +17.7% | +58.4% | -40.7% | +3.2% |
| 6M | -1.9% | +39.3% | -41.2% | -12.7% |
| YTD | -14.3% | -21.7% | +7.4% | -12.0% |
| 1Y | -13.3% | -47.3% | +34.0% | -1.1% |
| 3Y | +75.1% | +58.2% | +17.0% | +33.5% |
| All | -5.4% | -51.9% | +46.5% | -14.0% |
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