+76.9%
TSLA vs RGEN
+18.4%
+58.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.2% | +1.2% |
| 7D | -4.7% | -2.4% | -2.3% | -4.0% |
| 30D | -0.8% | +0.1% | -0.8% | -0.8% |
| 3M | +14.8% | +6.6% | +8.2% | +12.5% |
| 6M | -11.3% | +40.9% | -52.3% | -20.1% |
| YTD | -15.6% | +6.2% | -21.7% | -18.2% |
| 1Y | -14.7% | +19.4% | -34.1% | -20.2% |
| 3Y | +76.9% | +17.9% | +59.0% | +64.1% |
| All | +76.9% | +18.4% | +58.6% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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