+41.1%
TSLA vs DOCS
-73.4%
+114.5%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.8% | -3.2% | -5.3% |
| 7D | +1.5% | -1.4% | +2.9% | +1.9% |
| 30D | +10.1% | +21.8% | -11.7% | +3.7% |
| 3M | -15.4% | +27.3% | -42.7% | -21.4% |
| 6M | -12.8% | -0.3% | -12.4% | -15.2% |
| YTD | -21.3% | -40.5% | +19.2% | -13.4% |
| 1Y | +4.6% | -61.5% | +66.1% | +28.5% |
| 3Y | +44.5% | +8.2% | +36.3% | +24.4% |
| All | +41.1% | -73.4% | +114.5% | +42.5% |
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