-2.9%
TSLA vs MSI
+37.5%
-40.5%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | +8.9% | +3.2% | +5.7% | +9.4% |
| 30D | +6.3% | +17.6% | -11.3% | +8.2% |
| 3M | +14.8% | +14.5% | +0.3% | +16.6% |
| 6M | -12.4% | +34.3% | -46.6% | -9.6% |
| YTD | -13.2% | +39.7% | -53.0% | -9.4% |
| 1Y | -2.9% | +40.2% | -43.1% | +5.9% |
| All | -2.9% | +37.5% | -40.5% | +5.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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