+4.6%
TSLA vs TECH
+36.9%
-32.4%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | 0.0% | -5.9% | -5.9% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +10.1% | +0.7% | +9.4% | +10.0% |
| 3M | -15.4% | +36.3% | -51.7% | -18.4% |
| 6M | -12.8% | +25.6% | -38.3% | -15.4% |
| YTD | -21.3% | +23.7% | -45.0% | -24.2% |
| 1Y | +4.6% | +37.6% | -33.0% | +1.3% |
| All | +4.6% | +36.9% | -32.4% | +1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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