-15.1%
TSLA vs FIX
+14.0%
-29.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +9.4% | -3.9% | +2.4% |
| 7D | -6.4% | -7.2% | +0.9% | -4.8% |
| 30D | -1.2% | -35.1% | +33.9% | +11.9% |
| 3M | +15.1% | -34.3% | +49.3% | +28.7% |
| 6M | -11.7% | -42.9% | +31.2% | +2.8% |
| YTD | -15.9% | +19.5% | -35.4% | -24.0% |
| All | -15.1% | +14.0% | -29.1% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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