+46.5%
TSLA vs RGEN
-42.7%
+89.2%
-73.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.6% | +3.4% | +3.8% |
| 7D | +3.4% | -0.9% | +4.3% | +3.7% |
| 30D | +12.0% | +2.8% | +9.2% | +11.0% |
| 3M | -10.0% | +34.5% | -44.4% | -19.7% |
| 6M | -7.2% | +40.5% | -47.7% | -19.4% |
| YTD | -18.1% | +2.8% | -21.0% | -20.7% |
| 1Y | +6.3% | +39.6% | -33.3% | -8.7% |
| 3Y | +48.2% | +4.4% | +43.7% | +32.1% |
| 5Y | +46.5% | -42.8% | +89.3% | +42.2% |
| All | +46.5% | -42.7% | +89.2% | +42.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling