-14.7%
TSLA vs GEN
+18.5%
-33.2%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.4% |
| 7D | -4.7% | +1.0% | -5.7% | -4.9% |
| 30D | -0.8% | +29.1% | -29.8% | -5.2% |
| 3M | +14.8% | +2.9% | +11.9% | +14.5% |
| 6M | -11.3% | +33.6% | -45.0% | -18.0% |
| YTD | -15.6% | +12.0% | -27.6% | -19.7% |
| 1Y | -14.7% | +16.2% | -30.9% | -19.5% |
| All | -14.7% | +18.5% | -33.2% | -19.5% |
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