+4.6%
TSLA vs GEN
+5.4%
-0.8%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.2% | -3.8% | -5.3% |
| 7D | +1.5% | -1.2% | +2.7% | +1.9% |
| 30D | +10.1% | +10.1% | 0.0% | +7.6% |
| 3M | -15.4% | +16.1% | -31.5% | -18.4% |
| 6M | -12.8% | +38.9% | -51.6% | -21.6% |
| YTD | -21.3% | +14.4% | -35.7% | -24.3% |
| 1Y | +4.6% | +5.9% | -1.3% | +3.8% |
| All | +4.6% | +5.4% | -0.8% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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