+63.4%
TSLA vs FIX
+448.6%
-385.2%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +5.4% | -1.2% | +2.2% |
| 7D | -10.4% | -17.5% | +7.1% | -4.5% |
| 30D | -5.2% | -41.6% | +36.4% | +13.9% |
| 3M | +12.1% | -40.6% | +52.7% | +32.7% |
| 6M | -10.2% | -49.4% | +39.2% | +12.0% |
| YTD | -20.3% | +9.2% | -29.5% | -27.1% |
| 1Y | -19.7% | +6.5% | -26.1% | -26.0% |
| 3Y | +63.4% | +448.7% | -385.4% | -21.8% |
| All | +63.4% | +448.6% | -385.2% | -21.8% |
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