+48.2%
TSLA vs GEN
+57.7%
-9.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.7% | +6.7% | +5.1% |
| 7D | +3.4% | -0.7% | +4.1% | +3.7% |
| 30D | +12.0% | +2.6% | +9.4% | +10.8% |
| 3M | -10.0% | +15.8% | -25.8% | -15.3% |
| 6M | -7.2% | +33.1% | -40.3% | -18.9% |
| YTD | -18.1% | +11.3% | -29.4% | -22.4% |
| 1Y | +6.3% | +1.7% | +4.6% | +5.1% |
| 3Y | +48.2% | +58.1% | -10.0% | +8.7% |
| All | +48.2% | +57.7% | -9.6% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling