+77.7%
TSLA vs FIX
+511.4%
-433.7%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +2.7% |
| 7D | +15.6% | +16.9% | -1.3% | +9.2% |
| 30D | +5.9% | -30.6% | +36.6% | +19.5% |
| 3M | +21.4% | -35.1% | +56.4% | +39.1% |
| 6M | -8.3% | -44.0% | +35.7% | +10.1% |
| YTD | -11.6% | +21.0% | -32.7% | -22.2% |
| 1Y | -7.7% | +16.2% | -23.9% | -17.7% |
| All | +77.7% | +511.4% | -433.7% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling