+33.2%
FSLR vs DOCS
+50.6%
-17.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.3% | +4.9% | +1.1% |
| 7D | +10.7% | -1.3% | +12.0% | +10.8% |
| 30D | +8.9% | +19.4% | -10.5% | +6.8% |
| 3M | -17.3% | +53.4% | -70.7% | -21.4% |
| 6M | -10.8% | +28.8% | -39.5% | -14.1% |
| YTD | -25.1% | -25.1% | 0.0% | -23.7% |
| 1Y | -29.4% | -48.1% | +18.7% | -25.2% |
| All | +33.2% | +50.6% | -17.4% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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