-7.7%
TSLA vs FIX
+17.6%
-25.3%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.8% | +4.5% | +2.6% |
| 7D | +15.6% | +17.0% | -1.4% | +9.7% |
| 30D | +5.9% | -30.6% | +36.5% | +17.4% |
| 3M | +21.4% | -35.0% | +56.4% | +36.4% |
| 6M | -8.3% | -44.0% | +35.6% | +7.3% |
| YTD | -11.6% | +21.1% | -32.8% | -20.7% |
| 1Y | -7.7% | +16.3% | -24.0% | -16.5% |
| All | -7.7% | +17.6% | -25.3% | -16.5% |
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